Position in CVS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$698,287
+$206,320 QoQ
Shares Held
6,750
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,116
of 2,054 holders
Holding Since
Dec 2021
19 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, 2026Wilson & Boucher Capital Management, LLC holds $1,569,031 across 2 Healthcare Plans names. CVS ranks #2 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,095 | $870,744 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
6,750 | $698,287 |
All Filings in CVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,287 | 6,750 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $491,967 | 6,850 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $543,616 | 6,850 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $516,421 | 6,850 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $479,411 | 6,950 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $484,412 | 7,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $338,919 | 7,550 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $540,768 | 8,600 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $519,846 | 8,802 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $706,035 | 8,852 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $728,721 | 9,229 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $644,368 | 9,229 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $637,931 | 9,228 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $685,732 | 9,228 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $862,287 | 9,253 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $882,458 | 9,253 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $866,556 | 9,352 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $971,818 | 9,602 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,031,806 | 10,002 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||