Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$352,557
+$107,795 QoQ
Shares Held
3,408
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,407
of 2,051 holders
Holding Since
Dec 2021
15 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, 2026Richwood Investment Advisors, LLC holds $2,631,002 across 3 Healthcare Plans names. CVS ranks #3 (13.4% of the industry book) .
All Filings in CVS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,557 | 3,408 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $244,762 | 3,408 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $274,506 | 3,459 | Shares | Sole | 2026-02-12 | |
| 2024-09-30 | $203,731 | 3,240 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $204,052 | 3,455 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $310,027 | 3,887 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $306,917 | 3,887 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $273,834 | 3,922 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $303,618 | 4,392 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $357,802 | 4,815 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $450,760 | 4,837 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $446,999 | 4,687 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $434,297 | 4,687 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $474,371 | 4,687 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $486,605 | 4,717 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||