Skip to main content

Orca Investment Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1511229 LAKE OSWEGO, OR

Position in CVS

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,603,784
+$1,088,433 QoQ
Shares Held
34,836
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
5.46%
of 13F equity value
Holder Rank
#595
of 2,054 holders
Holding Since
Mar 2023
14 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, 2026

Orca Investment Management, LLC holds $3,603,784 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVS
CVS HEALTH Corp
This page
34,836 $3,603,784

All Filings in CVS

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,603,784 34,836
2026-03-31 $2,515,351 35,023
2025-12-31 $2,788,472 35,137
2025-09-30 $2,635,332 34,956
2025-06-30 $2,467,690 35,774
2025-03-31 $2,628,225 38,793
2024-12-31 $1,769,653 39,422
2024-09-30 $2,545,068 40,475
2024-06-30 $1,838,774 31,134
2024-03-31 $2,546,338 31,925
2023-12-31 $1,566,487 19,839
2023-09-30 $1,385,996 19,851
2023-06-30 $1,407,625 20,362
2023-03-31 $1,504,108 20,241