Samalin Investment Counsel, LLC

Position in CVS — CVS HEALTH Corp

CIK 1544366 CHAPPAQUA, NY

Position in CVS

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

Position Value

$1,330,367

+$1,078,344 QoQ

Shares Held

12,860

+220.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#859

of 2,051 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Samalin Investment Counsel, LLC holds $4,654,443 across 5 Healthcare Plans names. CVS ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,629	$2,339,581
2	CVS	CVS HEALTH Corp This page	12,860	$1,330,367
3	HUM	Humana Inc	1,125	$446,872
4	ELV	Elevance Health, Inc.	705	$272,644
5	OSCR	Oscar Health, Inc.	9,291	$264,979

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,330,367	12,860	+220.9%	Shares	Sole	2026-07-27
2024-09-30	$252,023	4,008	-22.5%	Shares	Sole	2024-11-13
2024-06-30	$305,458	5,172	-1.1%	Shares	Sole	2024-08-13
2024-03-31	$417,065	5,229	-2.6%	Shares	Sole	2024-05-13
2023-12-31	$423,778	5,367	-3.7%	Shares	Sole	2024-02-14
2023-09-30	$389,246	5,575	+5.4%	Shares	Sole	2023-11-13
2023-06-30	$365,559	5,288	-4.6%	Shares	Sole	2023-08-03
2023-03-31	$411,826	5,542	-5.4%	Shares	Sole	2023-05-09
2022-12-31	$546,093	5,860	-3.4%	Shares	Sole	2023-02-10
2022-09-30	$578,705	6,068	+5.8%	Shares	Sole	2022-11-10
2022-06-30	$531,219	5,733	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$578,516	5,716	-0.3%	Shares	Sole	2022-10-14
2021-12-31	$591,725	5,736	-3.4%	Shares	Sole	2022-10-14
2021-09-30	$503,813	5,937	+1.8%	Shares	Sole	2022-10-14
2021-06-30	$486,455	5,830	-14.7%	Shares	Sole	2022-10-14
2021-03-31	$514,197	6,835	+3.9%	Shares	Sole	2021-05-11
2020-12-31	$449,414	6,580	+4.6%	Shares	Sole	2022-10-14
2020-09-30	$367,452	6,292	+6.5%	Shares	Sole	2022-10-14
2020-06-30	$383,712	5,906	-10.3%	Shares	Sole	2020-08-05
2020-03-31	$390,688	6,585	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.