Stone House Investment Management, LLC
Position in CVS — CVS HEALTH Corp
CIK 1696497
TUNKHANNOCK, PA
Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$45,518
+$14,636 QoQ
Shares Held
440
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,862
of 2,051 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Stone House Investment Management, LLC holds $340,628 across 7 Healthcare Plans names. CVS ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
361 | $150,042 | |
| 2 | ELV |
Elevance Health, Inc.
|
179 | $69,224 | |
| 3 | CI |
Cigna Group
|
241 | $66,438 | |
| 4 | CVS |
CVS HEALTH Corp
This page
|
440 | $45,518 | |
| 5 | CNC |
Centene Corp
|
92 | $5,905 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
15 | $3,430 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
3 | $71 |
All Filings in CVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,518 | 440 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $30,882 | 430 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $32,775 | 413 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $33,473 | 444 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $35,524 | 515 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $38,753 | 572 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $27,415 | 436 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,601 | 552 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $61,494 | 771 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $1,797 | 26 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||