Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$239,176
+$35,929 QoQ
Shares Held
2,312
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,613
of 2,051 holders
Holding Since
Dec 2021
4 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 Business Financial Services, Inc. holds $559,626 across 2 Healthcare Plans names. CVS ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
771 | $320,450 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,312 | $239,176 |
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,176 | 2,312 | Shares | Sole | 2026-07-28 | |
| 2022-12-31 | $203,247 | 2,181 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $208,492 | 2,060 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $212,509 | 2,060 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||