Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$518,387
+$147,078 QoQ
Shares Held
5,011
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,224
of 2,054 holders
Holding Since
Sep 2021
8 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, 2026Syverson Strege & Co holds $1,514,481 across 3 Healthcare Plans names. CVS ranks #2 (34.2% of the industry book) .
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,387 | 5,011 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $371,309 | 5,170 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $461,557 | 5,816 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $431,381 | 5,722 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $449,818 | 6,521 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $10,477 | 141 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $745 | 8 | Shares | Sole | 2023-02-07 | |
| 2021-09-30 | $20,620 | 243 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||