Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,833,134
+$604,941 QoQ
Shares Held
17,720
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#769
of 2,051 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026FOSTER & MOTLEY INC holds $4,050,910 across 3 Healthcare Plans names. CVS ranks #1 (45.3% of the industry book) .
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,833,134 | 17,720 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,228,193 | 17,101 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,316,344 | 16,587 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,434,747 | 19,031 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,577,986 | 22,876 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,650,864 | 24,367 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,269,803 | 28,287 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,265,377 | 36,027 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,842,971 | 48,137 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,378,903 | 54,901 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,904,284 | 62,111 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,557,709 | 65,278 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,008,537 | 72,451 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,900,585 | 79,405 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,770,067 | 72,648 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,718,911 | 70,451 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,219,061 | 67,117 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,441,712 | 63,647 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $6,239,323 | 60,482 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,893,791 | 57,669 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,401,877 | 52,755 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,685,517 | 48,990 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,225,672 | 47,228 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,384,238 | 40,826 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,539,612 | 39,089 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,105,621 | 35,490 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||