Position in CVS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$354,359
New position
Shares Held
4,934
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026My Portfolio Guide, LLC holds $392,512 across 2 Healthcare Plans names. CVS ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
4,934 | $354,359 | |
| 2 | UNH |
Unitedhealth Group Inc
|
141 | $38,153 |
All Filings in CVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $354,359 | 4,934 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||