Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,090,776
-$329,751 QoQ
Shares Held
10,544
-46.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#935
of 2,051 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GREENWOOD CAPITAL ASSOCIATES LLC holds $10,798,429 across 3 Healthcare Plans names. CVS ranks #2 (10.1% of the industry book) .
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090,776 | 10,544 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,420,527 | 19,779 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,564,026 | 19,708 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,422,910 | 18,874 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,306,136 | 18,935 | Shares | Sole | 2025-07-21 | |
| 2022-12-31 | $4,600,137 | 49,363 | Shares | Other | 2023-01-26 | |
| 2022-09-30 | $2,720,619 | 28,527 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $220,530 | 2,380 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $49,592 | 490 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $289,982 | 2,811 | Shares | Other | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||