INVESTMENT HOUSE LLC

Position in CVS — CVS HEALTH Corp

CIK 1566030 REDONDO BEACH, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$919,463

+$347,417 QoQ

Shares Held

8,888

+11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#460

of 1,124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

INVESTMENT HOUSE LLC holds $61,601,566 across 3 Healthcare Plans names. CVS ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOH	Molina Healthcare, Inc.	193,751	$44,310,853
2	UNH	Unitedhealth Group Inc	39,389	$16,371,250
3	CVS	CVS HEALTH Corp This page	8,888	$919,463

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$919,463	8,888	+11.6%	Shares	Sole	2026-07-31
2026-03-31	$572,046	7,965	0.0%	Shares	Sole	2026-04-29
2025-12-31	$632,102	7,965	-8.6%	Shares	Sole	2026-02-06
2025-09-30	$657,023	8,715	0.0%	Shares	Sole	2025-10-31
2025-06-30	$601,160	8,715	+6.1%	Shares	Sole	2025-08-14
2025-03-31	$556,566	8,215	-40.2%	Shares	Sole	2025-05-08
2024-12-31	$616,788	13,740	-37.9%	Shares	Sole	2025-02-11
2024-09-30	$1,391,534	22,130	+17.6%	Shares	Sole	2024-11-07
2024-06-30	$1,111,213	18,815	+230.7%	Shares	Sole	2024-07-22
2024-03-31	$453,834	5,690	-8.8%	Shares	Sole	2024-05-02
2023-12-31	$492,710	6,240	-58.3%	Shares	Sole	2024-02-05
2023-09-30	$1,044,646	14,962	-60.5%	Shares	Sole	2023-11-09
2023-06-30	$2,615,464	37,834	-3.4%	Shares	Sole	2023-08-08
2023-03-31	$2,910,499	39,167	-27.0%	Shares	Sole	2023-05-09
2022-12-31	$4,998,059	53,633	+0.0%	Shares	Sole	2023-02-07
2022-09-30	$5,113,548	53,618	+3.0%	Shares	Sole	2022-10-31
2022-06-30	$4,824,157	52,063	-0.3%	Shares	Sole	2022-08-09
2022-03-31	$5,287,007	52,238	-2.2%	Shares	Sole	2022-04-14
2021-12-31	$5,510,085	53,413	+0.5%	Shares	Sole	2022-02-09
2021-09-30	$4,511,412	53,163	+121.8%	Shares	Sole	2021-11-12
2021-06-30	$2,000,140	23,971	+23.4%	Shares	Sole	2021-07-20
2021-03-31	$1,461,041	19,421	-8.9%	Shares	Sole	2021-05-06
2020-12-31	$1,455,609	21,312	-14.5%	Shares	Sole	2021-01-13
2020-09-30	$1,455,211	24,918	-11.8%	Shares	Sole	2020-11-06
2020-06-30	$1,834,947	28,243	-26.6%	Shares	Sole	2020-07-13
2020-03-31	$2,282,247	38,467	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.