Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$256,659
+$95,352 QoQ
Shares Held
2,481
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,568
of 2,051 holders
Holding Since
Sep 2025
4 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, 2026Steigerwald, Gordon & Koch Inc. holds $18,096,385 across 4 Healthcare Plans names. CVS ranks #3 (1.4% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,659 | 2,481 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $161,307 | 2,246 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $188,559 | 2,376 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $153,644 | 2,038 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||