Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$250,866
+$40,377 QoQ
Shares Held
2,425
-32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,588
of 2,054 holders
Holding Since
Sep 2022
9 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, 2026Oak Harvest Investment Services holds $13,666,006 across 2 Healthcare Plans names. CVS ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
48,662 | $13,415,140 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,425 | $250,866 |
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,866 | 2,425 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $210,489 | 3,564 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $284,663 | 3,569 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $257,962 | 3,267 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $230,545 | 3,302 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $226,608 | 3,278 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $240,392 | 3,235 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $307,992 | 3,305 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $213,342 | 2,237 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||