Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$320,177
+$97,895 QoQ
Shares Held
3,095
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,461
of 2,054 holders
Holding Since
Dec 2025
3 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, 2026LAWOOD & CO holds $559,579 across 2 Healthcare Plans names. CVS ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,095 | $320,177 | |
| 2 | UNH |
Unitedhealth Group Inc
|
576 | $239,402 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,177 | 3,095 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $222,282 | 3,095 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $255,539 | 3,220 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||