Position in CVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$141,933
+$34,419 QoQ
Shares Held
1,372
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,748
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, 2026Hickory Point Bank & Trust holds $233,810 across 4 Healthcare Plans names. CVS ranks #1 (60.7% of the industry book) .
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,933 | 1,372 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $107,514 | 1,497 | Shares | Defined | 2026-04-03 | |
| No filing history on record for this holder in this stock. | ||||||