SIMS INVESTMENT MANAGEMENT, LLC

Position in CVS — CVS HEALTH Corp

CIK 2053807 CINCINNATI, OH

Position in CVS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,586

New position

Shares Held

25

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,016

of 2,051 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SIMS INVESTMENT MANAGEMENT, LLC holds $1,059,770 across 3 Healthcare Plans names. CVS ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,448	$1,017,462
2	HUM	Humana Inc	100	$39,722
3	CVS	CVS HEALTH Corp This page	25	$2,586

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,586	25	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.