Palouse Capital Management, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1056516 SPOKANE, WA

Position in CVS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,519,370

+$445,949 QoQ

Shares Held

14,687

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#819

of 2,051 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Healthcare · as of Jun 30, 2026

Palouse Capital Management, Inc. holds $8,034,206 across 3 Healthcare Plans names. CVS ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,414	$4,744,000
2	ELV	Elevance Health, Inc.	4,579	$1,770,836
3	CVS	CVS HEALTH Corp This page	14,687	$1,519,370

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,519,370	14,687	-1.7%	Shares	Sole	2026-07-08
2026-03-31	$1,073,421	14,946	-7.1%	Shares	Sole	2026-04-24
2025-12-31	$1,276,664	16,087	-3.5%	Shares	Sole	2026-01-23
2025-09-30	$1,257,128	16,675	+1.4%	Shares	Sole	2025-10-23
2025-06-30	$1,134,100	16,441	-28.1%	Shares	Sole	2025-08-07
2025-03-31	$1,549,713	22,874	-0.8%	Shares	Sole	2025-04-16
2024-12-31	$1,035,253	23,062	-2.4%	Shares	Sole	2025-01-30
2024-09-30	$1,485,225	23,620	-5.1%	Shares	Sole	2024-10-21
2024-06-30	$1,469,589	24,883	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$2,025,505	25,395	-5.1%	Shares	Sole	2024-05-15
2023-12-31	$2,111,943	26,747	+7.6%	Shares	Sole	2024-01-31
2023-09-30	$1,735,096	24,851	-1.7%	Shares	Sole	2023-10-23
2023-06-30	$1,747,537	25,279	-6.0%	Shares	Sole	2023-08-09
2023-03-31	$1,997,750	26,884	-21.2%	Shares	Sole	2023-05-15
2022-12-31	$3,177,406	34,096	-5.5%	Shares	Sole	2023-02-17
2022-09-30	$3,440,377	36,074	-4.5%	Shares	Sole	2022-10-21
2022-06-30	$3,501,250	37,786	-1.3%	Shares	Sole	2022-07-28
2022-03-31	$3,873,407	38,271	-1.8%	Shares	Sole	2022-04-21
2021-12-31	$4,020,867	38,977	-3.3%	Shares	Sole	2022-01-25
2021-09-30	$3,419,603	40,297	-2.9%	Shares	Sole	2021-10-21
2021-06-30	$3,461,424	41,484	-1.3%	Shares	Sole	2021-07-28
2021-03-31	$3,160,637	42,013	+1.3%	Shares	Sole	2021-05-11
2020-12-31	$2,831,581	41,458	-9.3%	Shares	Sole	2021-02-03
2020-09-30	$2,668,237	45,689	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.