Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$220,038
+$6,829 QoQ
Shares Held
2,127
-32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,668
of 2,054 holders
Holding Since
Dec 2023
6 quarters on record
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Nabity-Jensen Investment Management Inc holds $948,221 across 2 Healthcare Plans names. CVS ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,752 | $728,183 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,127 | $220,038 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,038 | 2,127 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $213,209 | 3,147 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $262,901 | 4,181 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $270,908 | 4,587 | Shares | Sole | 2024-12-09 | |
| 2024-03-31 | $398,082 | 4,991 | Shares | Sole | 2025-01-14 | |
| 2023-12-31 | $394,089 | 4,991 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||