Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$178,865
+$56,269 QoQ
Shares Held
1,729
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,728
of 2,054 holders
Holding Since
Dec 2020
23 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, 2026SITTNER & NELSON, LLC holds $500,700 across 3 Healthcare Plans names. CVS ranks #2 (35.7% of the industry book) .
All Filings in CVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,865 | 1,729 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $122,596 | 1,707 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $135,467 | 1,707 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $121,151 | 1,607 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,870 | 607 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $41,124 | 607 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,248 | 607 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $120,603 | 1,918 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $44,885 | 760 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $60,617 | 760 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $75,801 | 960 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $67,027 | 960 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $68,715 | 994 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $129,596 | 1,744 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $167,462 | 1,797 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $171,379 | 1,797 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $166,510 | 1,797 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $186,833 | 1,846 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $190,433 | 1,846 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $93,006 | 1,096 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $91,450 | 1,096 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $82,452 | 1,096 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $72,398 | 1,060 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||