Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$460,766
+$123,428 QoQ
Shares Held
4,454
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,277
of 2,058 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026First Western Trust Bank holds $2,031,778 across 4 Healthcare Plans names. CVS ranks #3 (22.7% of the industry book) .
All Filings in CVS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,766 | 4,454 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $337,338 | 4,697 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $337,280 | 4,250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $320,558 | 4,252 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $298,821 | 4,332 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $314,360 | 4,640 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $218,659 | 4,871 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $309,055 | 4,915 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $315,675 | 5,345 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $437,324 | 5,483 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $455,362 | 5,767 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $204,486 | 2,958 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $260,233 | 3,502 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $332,408 | 3,567 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $294,121 | 3,084 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $271,771 | 2,933 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $293,913 | 2,904 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||