Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,091,087
+$298,770 QoQ
Shares Held
10,547
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#935
of 2,054 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $1,355,993 across 4 Healthcare Plans names. CVS ranks #1 (80.5% of the industry book) .
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,087 | 10,547 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $792,317 | 11,032 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $896,132 | 11,292 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $790,991 | 10,492 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $681,522 | 9,880 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $202,572 | 2,990 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $31,871 | 710 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $92,433 | 1,470 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $86,818 | 1,470 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $117,247 | 1,470 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $116,071 | 1,470 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||