Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$219,107
+$137,233 QoQ
Shares Held
2,118
+85.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,670
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, 2026Clean Yield Group holds $755,940 across 3 Healthcare Plans names. CVS ranks #2 (29.0% of the industry book) .
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,107 | 2,118 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $81,874 | 1,140 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $90,470 | 1,140 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $85,944 | 1,140 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $78,637 | 1,140 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $77,235 | 1,140 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $51,174 | 1,140 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $74,827 | 1,190 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $70,281 | 1,190 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $150,746 | 1,890 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $167,000 | 2,115 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $149,763 | 2,145 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $148,283 | 2,145 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $166,825 | 2,245 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $294,107 | 3,156 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $292,404 | 3,066 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $284,095 | 3,066 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $360,813 | 3,565 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $361,678 | 3,506 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $339,949 | 4,006 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $278,606 | 3,339 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $243,293 | 3,234 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $216,169 | 3,165 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $173,156 | 2,965 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $212,127 | 3,265 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $779,596 | 13,140 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||