Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,053,638
+$327,395 QoQ
Shares Held
10,185
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#944
of 2,054 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Venture Visionary Partners LLC holds $5,901,286 across 4 Healthcare Plans names. CVS ranks #2 (17.9% of the industry book) .
All Filings in CVS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,638 | 10,185 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $726,243 | 10,112 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $754,158 | 9,503 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $755,784 | 10,025 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $690,903 | 10,016 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $678,380 | 10,013 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $456,396 | 10,167 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $872,397 | 13,874 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $885,132 | 14,987 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,170,717 | 14,678 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,147,920 | 14,538 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,012,320 | 14,499 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,001,209 | 14,483 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,117,622 | 15,040 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,464,946 | 15,720 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,500,265 | 15,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,403,613 | 15,148 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,492,442 | 14,746 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,548,637 | 15,012 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,186,173 | 13,978 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,462,786 | 17,531 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,756,319 | 23,346 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,386,421 | 20,299 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $255,675 | 4,378 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||