HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in CVS — CVS HEALTH Corp
CIK 2026645
NEW LONDON, NH
Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,197,019
+$1,179,424 QoQ
Shares Held
11,571
+4622.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#900
of 2,051 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $1,349,970 across 2 Healthcare Plans names. CVS ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
11,571 | $1,197,019 | |
| 2 | UNH |
Unitedhealth Group Inc
|
368 | $152,951 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,019 | 11,571 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,595 | 245 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,443 | 245 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,233 | 149 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $359 | 8 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||