HOEY INVESTMENTS, INC

Position in CVS — CVS HEALTH Corp

CIK 1799544 COATESVILLE, PA

Position in CVS

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

Position Value

$33,414

-$38,406 QoQ

Shares Held

323

-67.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,891

of 2,051 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HOEY INVESTMENTS, INC holds $44,433 across 3 Healthcare Plans names. CVS ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	323	$33,414
2	UNH	Unitedhealth Group Inc	20	$8,312
3	ELV	Elevance Health, Inc.	7	$2,707

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,414	323	-67.7%	Shares	Sole	2026-07-27
2026-03-31	$71,820	1,000	0.0%	Shares	Sole	2026-04-29
2025-12-31	$79,360	1,000	0.0%	Shares	Sole	2026-01-28
2025-09-30	$75,390	1,000	+66.7%	Shares	Sole	2025-11-13
2025-06-30	$41,388	600	0.0%	Shares	Sole	2025-07-14
2025-03-31	$40,650	600	0.0%	Shares	Sole	2025-04-16
2024-12-31	$26,934	600	-25.0%	Shares	Sole	2025-02-12
2024-09-30	$50,304	800	0.0%	Shares	Sole	2024-10-28
2024-06-30	$47,248	800	-80.5%	Shares	Sole	2024-07-31
2024-03-31	$327,016	4,100	+105.0%	Shares	Sole	2024-05-10
2023-12-31	$157,920	2,000	-50.3%	Shares	Sole	2024-02-13
2023-03-31	$299,320	4,028	-10.1%	Shares	Sole	2024-04-22
2022-12-31	$417,770	4,483	-23.1%	Shares	Sole	2023-02-14
2022-09-30	$556,102	5,831	+31.2%	Shares	Sole	2022-11-14
2022-06-30	$411,873	4,445	+17.8%	Shares	Sole	2022-08-11
2022-03-31	$381,764	3,772	-89.5%	Shares	Sole	2022-04-25
2021-09-30	$3,061,833	36,081	-18.3%	Shares	Sole	2021-11-12
2021-06-30	$3,686,212	44,178	+136.9%	Shares	Sole	2021-11-12
2021-03-31	$1,402,663	18,645	+14.3%	Shares	Sole	2021-11-12
2020-12-31	$1,114,451	16,317	-3.5%	Shares	Sole	2021-01-22
2020-09-30	$987,252	16,905	-10.9%	Shares	Sole	2020-10-13
2020-06-30	$1,232,805	18,975	+197.8%	Shares	Sole	2020-07-10
2020-03-31	$377,991	6,371	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.