EVERETT HARRIS & CO /CA/

Position in CVS — CVS HEALTH Corp

CIK 1009254 LOS ANGELES, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$899,290

+$274,887 QoQ

Shares Held

8,693

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,014

of 2,054 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

EVERETT HARRIS & CO /CA/ holds $2,641,430 across 3 Healthcare Plans names. CVS ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,142	$1,305,909
2	CVS	CVS HEALTH Corp This page	8,693	$899,290
3	ELV	Elevance Health, Inc.	1,128	$436,231

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,290	8,693	-0.0%	Shares	Sole	2026-08-03
2026-03-31	$624,403	8,694	0.0%	Shares	Sole	2026-05-11
2025-12-31	$689,955	8,694	0.0%	Shares	Sole	2026-02-11
2025-09-30	$655,440	8,694	-2.5%	Shares	Sole	2025-11-03
2025-06-30	$615,232	8,919	-10.1%	Shares	Sole	2025-08-08
2025-03-31	$672,012	9,919	-10.5%	Shares	Sole	2025-05-12
2024-12-31	$497,291	11,078	-33.3%	Shares	Sole	2025-01-24
2024-09-30	$1,045,065	16,620	-20.1%	Shares	Sole	2024-10-18
2024-06-30	$1,228,861	20,807	-12.2%	Shares	Sole	2024-08-02
2024-03-31	$1,889,913	23,695	-6.0%	Shares	Sole	2024-04-19
2023-12-31	$1,989,870	25,201	-17.1%	Shares	Sole	2024-01-18
2023-09-30	$2,123,645	30,416	-65.6%	Shares	Sole	2023-10-24
2023-06-30	$6,114,341	88,447	-23.0%	Shares	Sole	2023-07-27
2023-03-31	$8,534,354	114,848	-0.3%	Shares	Sole	2023-04-25
2022-12-31	$10,736,233	115,208	-2.4%	Shares	Sole	2023-01-20
2022-09-30	$11,261,098	118,078	-1.6%	Shares	Sole	2022-10-21
2022-06-30	$11,122,257	120,033	+0.8%	Shares	Sole	2022-07-22
2022-03-31	$12,057,450	119,133	+2.1%	Shares	Sole	2022-04-22
2021-12-31	$12,038,462	116,697	+1.4%	Shares	Sole	2022-02-02
2021-09-30	$9,766,791	115,093	+2.0%	Shares	Sole	2021-11-03
2021-06-30	$9,419,291	112,887	+25.2%	Shares	Sole	2021-07-29
2021-03-31	$6,780,856	90,135	+568.2%	Shares	Sole	2021-05-13
2020-12-31	$921,298	13,489	+19.1%	Shares	Sole	2021-02-04
2020-09-30	$661,613	11,329	+14.0%	Shares	Sole	2020-11-03
2020-06-30	$645,866	9,941	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.