Mendel Money Management

Position in CVS — CVS HEALTH Corp

CIK 1600585 NORTHBROOK, IL

Position in CVS

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

Position Value

$243,831

-$501,804 QoQ

Shares Held

2,357

-77.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,606

of 2,058 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Mendel Money Management holds $1,732,202 across 2 Healthcare Plans names. CVS ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	3,581	$1,488,371
2	CVS	CVS HEALTH Corp This page	2,357	$243,831

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,831	2,357	-77.3%	Shares	Sole	2026-07-30
2026-03-31	$745,635	10,382	-7.0%	Shares	Sole	2026-05-04
2025-12-31	$886,213	11,167	-2.6%	Shares	Sole	2026-01-29
2025-09-30	$864,497	11,467	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$784,095	11,367	+2.2%	Shares	Sole	2025-08-01
2025-03-31	$753,176	11,117	-7.8%	Shares	Sole	2025-05-06
2024-12-31	$541,463	12,062	-28.4%	Shares	Sole	2025-02-12
2024-09-30	$1,059,339	16,847	-7.7%	Shares	Sole	2024-11-07
2024-06-30	$1,077,549	18,245	-6.8%	Shares	Sole	2024-08-13
2024-03-31	$1,560,584	19,566	+2.2%	Shares	Sole	2024-05-02
2023-12-31	$1,511,373	19,141	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$1,331,816	19,075	+6.8%	Shares	Sole	2023-11-14
2023-06-30	$1,234,454	17,857	+16.0%	Shares	Sole	2023-08-14
2023-03-31	$1,143,779	15,392	+16.6%	Shares	Sole	2023-05-10
2022-12-31	$1,230,014	13,199	+28.2%	Shares	Sole	2023-02-13
2022-09-30	$982,215	10,299	+39.4%	Shares	Sole	2022-11-14
2022-06-30	$684,664	7,389	0.0%	Shares	Sole	2022-08-15
2022-03-31	$747,840	7,389	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.