CALDWELL SUTTER CAPITAL, INC.

Position in CVS — CVS HEALTH Corp

CIK 702007 SAUSALITO, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$209,900

+$63,100 QoQ

Shares Held

2,029

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,686

of 2,051 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $754,138 across 4 Healthcare Plans names. CVS ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,222	$507,899
2	CVS	CVS HEALTH Corp This page	2,029	$209,900
3	CI	Cigna Group	122	$33,632
4	ELV	Elevance Health, Inc.	7	$2,707

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,900	2,029	-0.7%	Shares	Sole	2026-08-05
2026-03-31	$146,800	2,044	-7.2%	Shares	Sole	2026-05-06
2025-12-31	$174,750	2,202	-12.3%	Shares	Sole	2026-01-30
2025-09-30	$189,379	2,512	+0.7%	Shares	Sole	2025-10-29
2025-06-30	$172,105	2,495	+2.0%	Shares	Sole	2025-07-11
2025-03-31	$165,716	2,446	-5.0%	Shares	Sole	2025-04-16
2024-12-31	$115,546	2,574	+6.6%	Shares	Sole	2025-01-21
2024-09-30	$151,792	2,414	-2.5%	Shares	Sole	2024-10-25
2024-06-30	$146,232	2,476	+3.2%	Shares	Sole	2024-07-23
2024-03-31	$191,344	2,399	-3.9%	Shares	Sole	2024-04-19
2023-12-31	$197,163	2,497	+11.1%	Shares	Sole	2024-01-19
2023-09-30	$156,955	2,248	-64.2%	Shares	Sole	2023-10-25
2023-06-30	$434,136	6,280	+221.9%	Shares	Sole	2023-07-19
2023-03-31	$144,978	1,951	+1473.4%	Shares	Sole	2023-04-25
2022-12-31	$11,555	124	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.