Dickmeyer Boyce Financial Management, Inc.
Position in CVS — CVS HEALTH Corp
CIK 2038325
FORT WAYNE, IN
Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$532,767
+$161,314 QoQ
Shares Held
5,150
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,212
of 2,054 holders
Holding Since
Mar 2026
2 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, 2026Dickmeyer Boyce Financial Management, Inc. holds $1,176,162 across 2 Healthcare Plans names. CVS ranks #2 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,548 | $643,395 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
5,150 | $532,767 |
All Filings in CVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,767 | 5,150 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $371,453 | 5,172 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||