Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$232,555
-$93,455 QoQ
Shares Held
2,248
-45.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,631
of 2,054 holders
Holding Since
Dec 2021
3 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, 2026Henrickson Nauta Wealth Advisors, Inc. holds $232,555 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
2,248 | $232,555 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,555 | 2,248 | Shares | Defined | 2026-07-09 | |
| 2025-12-31 | $326,010 | 4,108 | Shares | Defined | 2026-01-07 | |
| 2021-12-31 | $201,162 | 1,950 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||