Diligent Investors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1549042 REDLANDS, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$801,427

+$237,712 QoQ

Shares Held

7,747

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,062

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Diligent Investors, LLC holds $1,900,998 across 3 Healthcare Plans names. CVS ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	7,747	$801,427
2	UNH	Unitedhealth Group Inc	1,709	$710,311
3	CI	Cigna Group	1,412	$389,260

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,427	7,747	-1.3%	Shares	Sole	2026-07-24
2026-03-31	$563,715	7,849	-2.9%	Shares	Sole	2026-04-15
2025-12-31	$641,784	8,087	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$609,151	8,080	-3.2%	Shares	Sole	2025-11-14
2025-06-30	$576,051	8,351	-41.1%	Shares	Sole	2025-07-22
2025-03-31	$960,288	14,174	-18.0%	Shares	Sole	2025-04-10
2024-12-31	$775,788	17,282	-5.2%	Shares	Sole	2025-02-14
2024-09-30	$1,146,868	18,239	-1.0%	Shares	Sole	2024-11-01
2024-06-30	$1,088,475	18,430	-5.4%	Shares	Sole	2024-07-15
2024-03-31	$1,553,724	19,480	-0.9%	Shares	Sole	2024-05-06
2023-12-31	$1,552,590	19,663	-0.5%	Shares	Sole	2024-01-10
2023-09-30	$1,380,131	19,767	-2.0%	Shares	Sole	2023-11-06
2023-06-30	$1,395,043	20,180	+3.1%	Shares	Sole	2023-07-24
2023-03-31	$1,454,543	19,574	+1.3%	Shares	Sole	2023-05-11
2022-12-31	$1,799,964	19,315	-1.5%	Shares	Sole	2023-01-20
2022-09-30	$1,870,587	19,614	-1.0%	Shares	Sole	2022-10-14
2022-06-30	$1,835,872	19,813	+0.0%	Shares	Sole	2022-07-13
2022-03-31	$2,005,172	19,812	-6.1%	Shares	Sole	2022-04-26
2021-12-31	$2,175,850	21,092	-19.4%	Shares	Sole	2022-01-21
2021-09-30	$2,221,125	26,174	0.0%	Shares	Sole	2021-10-13
2021-06-30	$2,183,958	26,174	-1.2%	Shares	Sole	2021-08-12
2021-03-31	$1,993,143	26,494	-1.1%	Shares	Sole	2021-04-23
2020-12-31	$1,829,757	26,790	-0.7%	Shares	Sole	2021-02-09
2020-09-30	$1,575,632	26,980	-1.3%	Shares	Sole	2020-11-09
2020-06-30	$1,775,760	27,332	-0.7%	Shares	Sole	2020-07-09
2020-03-31	$1,632,880	27,522	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.