PINNACLE ASSOCIATES LTD

Position in CVS — CVS HEALTH Corp

CIK 743127 NEW YORK, NY

Position in CVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,113,998

+$1,833,526 QoQ

Shares Held

59,101

-0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#469

of 2,059 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $18,321,413 across 6 Healthcare Plans names. CVS ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	21,693	$9,016,261
2	CVS	CVS HEALTH Corp This page	59,101	$6,113,998
3	ELV	Elevance Health, Inc.	2,721	$1,052,292
4	CI	Cigna Group	3,631	$1,000,994
5	CNC	Centene Corp	14,463	$928,379
6	MOH	Molina Healthcare, Inc.	916	$209,489

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,113,998	59,101	-0.8%	Shares	Sole	2026-08-03
2026-03-31	$4,280,472	59,600	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$4,759,695	59,976	-3.0%	Shares	Sole	2026-02-05
2025-09-30	$4,663,173	61,854	-1.2%	Shares	Sole	2025-11-13
2025-06-30	$4,320,217	62,630	-2.6%	Shares	Sole	2025-08-04
2025-03-31	$4,355,850	64,293	+0.6%	Shares	Sole	2025-05-06
2024-12-31	$2,868,695	63,905	-63.4%	Shares	Sole	2025-02-14
2024-09-30	$10,988,405	174,752	+3.8%	Shares	Sole	2024-10-25
2024-06-30	$9,942,869	168,352	+2.4%	Shares	Sole	2024-07-30
2024-03-31	$13,110,629	164,376	-5.9%	Shares	Sole	2024-04-26
2023-12-31	$13,798,417	174,752	+4.1%	Shares	Other	2024-01-19
2023-09-30	$11,722,987	167,903	+24.7%	Shares	Sole	2023-10-24
2023-06-30	$9,306,902	134,629	+30.0%	Shares	Sole	2023-07-27
2023-03-31	$7,696,732	103,576	-2.0%	Shares	Sole	2023-05-05
2022-12-31	$9,853,724	105,738	-4.3%	Shares	Sole	2023-02-01
2022-09-30	$10,532,758	110,441	+4.9%	Shares	Sole	2022-11-01
2022-06-30	$9,756,727	105,296	+0.7%	Shares	Sole	2022-08-02
2022-03-31	$10,579,784	104,533	-0.8%	Shares	Sole	2022-05-05
2021-12-31	$10,866,152	105,333	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$8,951,287	105,483	-45.6%	Shares	Sole	2021-10-19
2021-06-30	$16,191,365	194,048	-5.3%	Shares	Sole	2021-08-02
2021-03-31	$15,419,366	204,963	-0.7%	Shares	Sole	2021-05-12
2020-12-31	$14,095,617	206,378	+4.0%	Shares	Sole	2021-01-26
2020-09-30	$11,591,465	198,484	-0.8%	Shares	Sole	2020-10-23
2020-06-30	$12,995,039	200,016	-7.3%	Shares	Sole	2020-08-14
2020-03-31	$12,801,396	215,766	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.