ZACKS INVESTMENT MANAGEMENT

Position in CVS — CVS HEALTH Corp

CIK 1086483 Chicago, IL

Position in CVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$639,321

+$314,121 QoQ

Shares Held

6,180

+36.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,141

of 2,051 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $142,260,779 across 5 Healthcare Plans names. CVS ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	204,810	$85,125,180
2	CI	Cigna Group	154,865	$42,693,183
3	CNC	Centene Corp	198,720	$12,755,836
4	ALHC	Alignment Healthcare, Inc.	43,984	$1,047,259
5	CVS	CVS HEALTH Corp This page	6,180	$639,321

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,321	6,180	+36.5%	Shares	Sole	2026-08-13
2026-03-31	$325,200	4,528	-37.7%	Shares	Sole	2026-05-14
2025-12-31	$576,550	7,265	+2.5%	Shares	Sole	2026-02-17
2025-09-30	$534,288	7,087	+119.3%	Shares	Sole	2025-11-14
2025-03-31	$218,900	3,231	-27.3%	Shares	Sole	2025-05-14
2024-06-30	$262,403	4,443	-45.2%	Shares	Sole	2024-08-14
2024-03-31	$646,454	8,105	-19.7%	Shares	Sole	2024-05-15
2023-12-31	$796,548	10,088	-93.9%	Shares	Sole	2024-02-14
2023-09-30	$11,576,295	165,802	-29.4%	Shares	Sole	2023-11-14
2023-06-30	$16,228,958	234,760	-73.6%	Shares	Sole	2023-08-15
2023-03-31	$66,121,706	889,809	+2.5%	Shares	Sole	2023-05-15
2022-12-31	$80,859,658	867,686	+3.8%	Shares	Sole	2023-02-14
2022-09-30	$79,695,272	835,643	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$76,161,609	821,947	+6.2%	Shares	Sole	2022-08-15
2022-03-31	$78,355,769	774,190	+5.6%	Shares	Sole	2022-05-13
2021-12-31	$75,632,372	733,156	+2.2%	Shares	Sole	2022-02-15
2021-09-30	$60,862,780	717,214	+2.5%	Shares	Sole	2021-11-15
2021-06-30	$58,372,287	699,572	+21.3%	Shares	Sole	2021-08-16
2021-03-31	$43,390,256	576,768	-5.8%	Shares	Sole	2021-05-17
2020-12-31	$41,801,512	612,028	-7.2%	Shares	Sole	2021-02-16
2020-09-30	$38,530,626	659,771	+7.9%	Shares	Sole	2020-11-16
2020-06-30	$39,737,341	611,626	-3.5%	Shares	Sole	2020-08-14
2020-03-31	$37,591,013	633,592	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.