Position in CVS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$615,856
-$56,323 QoQ
Shares Held
8,575
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026TSG Advice Partners, LLC holds $615,856 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
8,575 | $615,856 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $615,856 | 8,575 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $672,179 | 8,470 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||