Position in CVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,078,362
+$327,915 QoQ
Shares Held
10,424
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#939
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, 2026Newman Dignan & Sheerar, Inc. holds $1,078,362 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
10,424 | $1,078,362 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,078,362 | 10,424 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $750,447 | 10,449 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $883,276 | 11,130 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $668,860 | 8,872 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $625,234 | 9,064 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $634,072 | 9,359 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $436,196 | 9,717 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $667,345 | 10,613 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,020,084 | 17,272 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,573,983 | 19,734 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,768,861 | 22,402 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,526,753 | 21,867 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,664,235 | 24,074 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,756,168 | 23,633 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,366,187 | 25,391 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,416,103 | 25,334 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,335,773 | 25,208 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,595,935 | 25,649 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,637,285 | 25,565 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,179,374 | 25,682 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,144,408 | 25,700 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,919,493 | 25,515 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,766,169 | 25,859 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,582,756 | 27,102 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,745,419 | 26,865 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,603,571 | 27,028 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||