Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$617,803
+$202,253 QoQ
Shares Held
5,972
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,152
of 2,051 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Fielder Capital Group LLC holds $3,378,385 across 5 Healthcare Plans names. CVS ranks #2 (18.3% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,803 | 5,972 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $415,550 | 5,786 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $217,367 | 2,739 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $207,473 | 2,752 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||