Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,191,588
+$670,082 QoQ
Shares Held
21,185
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#726
of 2,054 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, 2026Birch Hill Investment Advisors LLC holds $2,463,410 across 2 Healthcare Plans names. CVS ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
21,185 | $2,191,588 | |
| 2 | UNH |
Unitedhealth Group Inc
|
654 | $271,822 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,191,588 | 21,185 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,521,506 | 21,185 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,694,574 | 21,353 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,788,627 | 23,725 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,636,550 | 23,725 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,607,368 | 23,725 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,745,996 | 38,895 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,796,273 | 44,470 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,154,457 | 70,343 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,016,783 | 175,737 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $32,504,278 | 411,655 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $31,235,722 | 447,375 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $31,499,983 | 455,663 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $34,659,150 | 466,413 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $44,149,135 | 473,754 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $53,446,397 | 560,411 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $56,573,840 | 610,553 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $64,597,484 | 638,252 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $69,870,474 | 677,302 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $58,714,124 | 691,894 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $58,057,051 | 695,794 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $51,868,752 | 689,469 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $45,385,418 | 664,501 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $38,343,921 | 656,574 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $42,477,256 | 653,798 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $36,414,914 | 613,769 | Shares | Other | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||