Position in CVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$410,282
+$89,319 QoQ
Shares Held
3,966
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,336
of 2,054 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Tortuga Wealth Management, Inc holds $1,196,238 across 2 Healthcare Plans names. CVS ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,891 | $785,956 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,966 | $410,282 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,282 | 3,966 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $320,963 | 4,469 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $356,564 | 4,493 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||