Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,225,572
+$377,163 QoQ
Shares Held
11,847
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#889
of 2,054 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $2,085,337 across 3 Healthcare Plans names. CVS ranks #1 (58.8% of the industry book) .
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225,572 | 11,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $848,409 | 11,813 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $326,248 | 4,111 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $897,442 | 11,904 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $819,413 | 11,879 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $282,991 | 4,177 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||