Westside Investment Management, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1538383 SANTA MONICA, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,503,334

+$670,467 QoQ

Shares Held

33,865

-14.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#605

of 2,059 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Westside Investment Management, Inc. holds $6,674,032 across 4 Healthcare Plans names. CVS ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	33,865	$3,503,334
2	CI	Cigna Group	6,076	$1,675,031
3	UNH	Unitedhealth Group Inc	3,589	$1,491,695
4	HUM	Humana Inc	10	$3,972

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,503,334	33,865	-14.1%	Shares	Sole	2026-07-27
2026-03-31	$2,832,867	39,444	-13.9%	Shares	Sole	2026-05-04
2025-12-31	$3,635,401	45,809	-3.6%	Shares	Sole	2026-01-23
2025-09-30	$3,581,627	47,508	-2.1%	Shares	Sole	2025-11-04
2025-06-30	$3,346,495	48,514	-1.8%	Shares	Sole	2025-08-05
2025-03-31	$3,345,698	49,383	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$2,203,335	49,083	-23.9%	Shares	Sole	2025-01-17
2024-09-30	$4,056,828	64,517	+4.6%	Shares	Sole	2024-11-20
2024-06-30	$3,641,698	61,661	+1.9%	Shares	Sole	2024-07-17
2024-03-31	$4,825,320	60,498	-3.2%	Shares	Sole	2024-04-19
2023-12-31	$4,932,394	62,467	-2.6%	Shares	Sole	2024-01-12
2023-09-30	$4,478,534	64,144	+1.7%	Shares	Sole	2023-11-15
2023-06-30	$4,359,406	63,061	+9.0%	Shares	Sole	2023-07-14
2023-03-31	$4,297,347	57,830	+5.3%	Shares	Sole	2023-05-17
2022-12-31	$5,117,994	54,920	-0.5%	Shares	Sole	2023-01-31
2022-09-30	$5,265,282	55,209	-1.0%	Shares	Sole	2022-11-09
2022-06-30	$5,169,316	55,788	-1.5%	Shares	Sole	2022-07-15
2022-03-31	$5,734,862	56,663	-6.7%	Shares	Sole	2022-04-25
2021-12-31	$6,264,700	60,728	-1.9%	Shares	Sole	2022-02-15
2021-09-30	$5,252,239	61,893	-5.7%	Shares	Sole	2021-10-27
2021-06-30	$5,473,829	65,602	-2.5%	Shares	Sole	2021-07-28
2021-03-31	$5,061,549	67,281	+6.0%	Shares	Sole	2021-04-14
2020-12-31	$4,334,044	63,456	+6.9%	Shares	Sole	2021-01-15
2020-09-30	$3,466,332	59,355	+36.0%	Shares	Sole	2020-10-14
2020-06-30	$2,834,576	43,629	-6.0%	Shares	Sole	2020-07-21
2020-03-31	$2,752,496	46,393	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.