Interchange Capital Partners, LLC

Position in CVS — CVS HEALTH Corp

CIK 1845998 PITTSBURGH, PA

Position in CVS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$505,456

+$10,726 QoQ

Shares Held

4,886

-21.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,237

of 2,058 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $4,500,338 across 4 Healthcare Plans names. CVS ranks #2 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,088	$3,361,615
2	CVS	CVS HEALTH Corp This page	4,886	$505,456
3	CNC	Centene Corp	6,088	$390,788
4	ELV	Elevance Health, Inc.	627	$242,479

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,456	4,886	-21.6%	Shares	Sole	2026-07-20
2025-12-31	$494,730	6,234	+10.7%	Shares	Sole	2026-01-30
2025-09-30	$424,596	5,632	-58.9%	Shares	Sole	2025-11-12
2024-09-30	$861,015	13,693	-6.5%	Shares	Sole	2024-10-28
2024-06-30	$865,347	14,652	+358.7%	Shares	Sole	2024-07-31
2023-06-30	$220,801	3,194	-67.0%	Shares	Sole	2023-08-08
2023-03-31	$719,989	9,689	+336.4%	Shares	Sole	2023-05-15
2022-12-31	$206,881	2,220	-4.8%	Shares	Sole	2023-02-14
2022-09-30	$222,402	2,332	-8.8%	Shares	Sole	2022-11-07
2022-06-30	$237,024	2,558	-3.3%	Shares	Sole	2022-08-05
2022-03-31	$267,700	2,645	-8.2%	Shares	Sole	2022-05-13
2021-12-31	$297,307	2,882	-58.8%	Shares	Sole	2022-02-04
2021-09-30	$594,020	7,000	+4.5%	Shares	Sole	2021-11-12
2021-06-30	$559,048	6,700	-34.3%	Shares	Sole	2021-08-16
2021-03-31	$767,496	10,202	-5.0%	Shares	Sole	2021-05-05
2020-12-31	$733,132	10,734	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.