Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$175,555
-$1,476,233 QoQ
Shares Held
22,696
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,735
of 2,058 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Derivatives in CVS
reported options exposure · as of Jun 30, 2020CallValue
$19,491
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026West Family Investments, Inc. holds $2,928,976 across 6 Healthcare Plans names. CVS ranks #6 (6.0% of the industry book) .
All Filings in CVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,555 | 22,696 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,651,788 | 22,999 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,929,876 | 24,318 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,859,418 | 24,664 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $252,812 | 24,664 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,620,851 | 23,924 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,019,541 | 22,712 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,571,496 | 24,992 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,299,674 | 22,006 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,885,925 | 23,645 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,849,795 | 23,427 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,653,965 | 23,689 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,686,841 | 24,401 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,560,510 | 21,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,339,907 | 25,109 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,002,770 | 21,000 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $1,945,860 | 21,000 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $429,029 | 4,239 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $437,295 | 4,239 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $411,486 | 4,849 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $352,534 | 4,225 | Shares | Sole | 2022-02-15 | |
| 2020-06-30 | $19,491 | 300 | Call | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||