GRIMES & Co WEALTH MANAGEMENT, LLC

Position in CVS — CVS HEALTH Corp

CIK 1321993 WESTBOROUGH, MA

Position in CVS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$760,771

+$234,044 QoQ

Shares Held

7,354

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,077

of 2,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $4,821,525 across 3 Healthcare Plans names. CVS ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,880	$3,690,793
2	CVS	CVS HEALTH Corp This page	7,354	$760,771
3	CI	Cigna Group	1,342	$369,961

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$760,771	7,354	+0.3%	Shares	Other	2026-07-17
2026-03-31	$526,727	7,334	-62.6%	Shares	Sole	2026-04-21
2025-12-31	$1,557,678	19,628	+14.5%	Shares	Sole	2026-02-03
2025-09-30	$1,291,883	17,136	+79.7%	Shares	Sole	2025-10-27
2025-06-30	$657,862	9,537	+5.8%	Shares	Sole	2025-07-22
2025-03-31	$610,969	9,018	-10.2%	Shares	Sole	2025-04-17
2024-12-31	$450,740	10,041	-96.3%	Shares	Sole	2025-01-21
2024-09-30	$16,999,796	270,353	-0.3%	Shares	Sole	2024-10-22
2024-06-30	$16,013,292	271,136	+2.6%	Shares	Sole	2024-07-22
2024-03-31	$21,083,997	264,343	+3.3%	Shares	Sole	2024-04-17
2023-12-31	$20,200,257	255,829	+3.0%	Shares	Sole	2024-01-24
2023-09-30	$17,349,222	248,485	+3.1%	Shares	Sole	2023-10-19
2023-06-30	$16,656,182	240,940	+16.6%	Shares	Sole	2023-07-19
2023-03-31	$15,355,938	206,647	+186.4%	Shares	Sole	2023-04-20
2022-12-31	$6,724,031	72,154	+7.9%	Shares	Sole	2023-01-25
2022-09-30	$6,379,776	66,895	+3.6%	Shares	Sole	2022-10-28
2022-06-30	$5,982,592	64,565	+1.2%	Shares	Sole	2022-07-22
2022-03-31	$6,458,918	63,817	-1.0%	Shares	Sole	2022-05-06
2021-12-31	$6,652,582	64,488	+0.6%	Shares	Sole	2022-02-01
2021-09-30	$5,442,411	64,134	-63.2%	Shares	Sole	2021-11-08
2021-06-30	$14,547,179	174,343	+2.5%	Shares	Sole	2021-08-04
2021-03-31	$12,793,839	170,063	+2.6%	Shares	Sole	2021-05-12
2020-12-31	$11,316,558	165,689	-0.2%	Shares	Sole	2021-02-02
2020-09-30	$9,700,064	166,097	+18.7%	Shares	Sole	2020-11-12
2020-06-30	$9,094,045	139,973	+1.6%	Shares	Sole	2020-07-31
2020-03-31	$8,169,977	137,704	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.