Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$239,279
+$73,160 QoQ
Shares Held
2,313
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,615
of 2,054 holders
Holding Since
Jun 2023
12 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, 2026UNION SAVINGS BANK holds $507,360 across 2 Healthcare Plans names. CVS ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
645 | $268,081 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,313 | $239,279 |
All Filings in CVS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,279 | 2,313 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $166,119 | 2,313 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $183,559 | 2,313 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $168,173 | 2,438 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $165,174 | 2,438 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $122,819 | 2,736 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $307,671 | 4,893 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $395,406 | 6,695 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $773,512 | 9,698 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,023,242 | 12,959 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $952,973 | 13,649 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $928,000 | 13,424 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||