West Branch Capital LLC

Position in CVS — CVS HEALTH Corp

CIK 1738723 AMHERST, MA

Position in CVS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$78,208

+$35,835 QoQ

Shares Held

756

+28.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,809

of 2,054 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

West Branch Capital LLC holds $4,983,763 across 4 Healthcare Plans names. CVS ranks #2 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,589	$4,816,736
2	CVS	CVS HEALTH Corp This page	756	$78,208
3	CI	Cigna Group	189	$52,103
4	CNC	Centene Corp	572	$36,716

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,208	756	+28.1%	Shares	Sole	2026-07-10
2026-03-31	$42,373	590	0.0%	Shares	Sole	2026-04-14
2025-12-31	$46,822	590	-7.8%	Shares	Sole	2026-01-16
2025-09-30	$48,249	640	0.0%	Shares	Sole	2025-10-21
2025-06-30	$44,147	640	+18.5%	Shares	Sole	2025-07-16
2025-03-31	$36,585	540	0.0%	Shares	Sole	2025-04-16
2024-12-31	$24,240	540	-1.6%	Shares	Sole	2025-01-17
2024-09-30	$34,521	549	+1.7%	Shares	Sole	2024-10-18
2024-06-30	$31,892	540	-11.5%	Shares	Sole	2024-07-26
2024-03-31	$48,653	610	-39.6%	Shares	Sole	2024-04-24
2023-12-31	$79,749	1,010	+11.6%	Shares	Sole	2024-01-19
2023-09-30	$63,187	905	-11.7%	Shares	Sole	2023-10-20
2023-06-30	$70,858	1,025	0.0%	Shares	Sole	2023-08-07
2023-03-31	$76,167	1,025	0.0%	Shares	Sole	2023-04-20
2022-12-31	$95,519	1,025	0.0%	Shares	Sole	2023-01-27
2022-09-30	$97,754	1,025	-1.5%	Shares	Sole	2022-10-19
2022-06-30	$96,459	1,041	+1.6%	Shares	Sole	2022-07-28
2022-03-31	$103,740	1,025	+6.8%	Shares	Sole	2022-05-03
2021-12-31	$99,033	960	-18.3%	Shares	Sole	2022-01-24
2021-09-30	$99,710	1,175	0.0%	Shares	Sole	2021-11-09
2021-06-30	$98,042	1,175	-83.0%	Shares	Sole	2021-08-17
2020-03-31	$409,317	6,899	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.