Crews Bank & Trust

Bank

Position in CVS — CVS HEALTH Corp

CIK 2052279 PORT CHARLOTTE, FL

Position in CVS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$756,943

+$223,752 QoQ

Shares Held

7,317

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,077

of 2,051 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Crews Bank & Trust holds $1,726,144 across 4 Healthcare Plans names. CVS ranks #2 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,262	$940,155
2	CVS	CVS HEALTH Corp This page	7,317	$756,943
3	ELV	Elevance Health, Inc.	58	$22,430
4	CI	Cigna Group	24	$6,616

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$756,943	7,317	-1.4%	Shares	Sole	2026-07-16
2026-03-31	$533,191	7,424	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$580,677	7,317	-5.4%	Shares	Sole	2026-01-21
2025-09-30	$582,840	7,731	-1.3%	Shares	Sole	2025-10-22
2025-06-30	$540,527	7,836	-3.4%	Shares	Sole	2025-07-21
2025-03-31	$549,520	8,111	-1.3%	Shares	Sole	2025-04-22
2024-12-31	$368,950	8,219	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.