Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$357,212
+$109,505 QoQ
Shares Held
3,453
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,400
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $5,268,711 across 2 Healthcare Plans names. CVS ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
11,817 | $4,911,499 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,453 | $357,212 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,212 | 3,453 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $247,707 | 3,449 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $323,392 | 4,075 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $309,777 | 4,109 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $296,889 | 4,304 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $304,807 | 4,499 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $208,379 | 4,642 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $360,679 | 5,736 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $368,002 | 6,231 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $448,650 | 5,625 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $443,755 | 5,620 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $397,275 | 5,690 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $434,827 | 6,290 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $638,322 | 8,590 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $775,713 | 8,324 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $790,426 | 8,288 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $790,482 | 8,531 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $859,070 | 8,488 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $834,358 | 8,088 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $576,029 | 6,788 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $566,390 | 6,788 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $552,037 | 7,338 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $501,185 | 7,338 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $521,979 | 8,938 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $580,701 | 8,938 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $673,929 | 11,359 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||