Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$526,560
+$295,980 QoQ
Shares Held
5,090
+38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,218
of 2,058 holders
Holding Since
Dec 2021
12 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, 2026WoodTrust Financial Corp holds $12,525,382 across 2 Healthcare Plans names. CVS ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
28,869 | $11,998,822 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
5,090 | $526,560 |
All Filings in CVS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,560 | 5,090 | Shares | Defined | 2026-07-27 | |
| 2024-09-30 | $230,580 | 3,667 | Shares | Defined | 2024-10-31 | |
| 2024-03-31 | $8,352,626 | 104,722 | Shares | Defined | 2024-04-17 | |
| 2023-12-31 | $6,295,480 | 79,730 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $6,696,087 | 95,905 | Shares | Defined | 2023-10-16 | |
| 2023-06-30 | $6,789,464 | 98,213 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $7,248,420 | 97,543 | Shares | Defined | 2023-04-14 | |
| 2022-12-31 | $8,521,852 | 91,446 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $9,037,547 | 94,763 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $4,308,226 | 46,495 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $4,567,809 | 45,132 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $4,432,785 | 42,970 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||