CATALYST FINANCIAL PARTNERS LLC

Position in CVS — CVS HEALTH Corp

CIK 1927537 BOSTON, MA

Position in CVS

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

Position Value

$595,872

+$217,381 QoQ

Shares Held

5,760

+9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,179

of 2,054 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $4,936,863 across 5 Healthcare Plans names. CVS ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,526	$3,128,031
2	CVS	CVS HEALTH Corp This page	5,760	$595,872
3	ELV	Elevance Health, Inc.	1,212	$468,716
4	CI	Cigna Group	1,400	$385,952
5	HUM	Humana Inc	902	$358,292

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,872	5,760	+9.3%	Shares	Sole	2026-07-30
2026-03-31	$378,491	5,270	-20.8%	Shares	Sole	2026-05-12
2025-12-31	$528,220	6,656	+35.7%	Shares	Sole	2026-02-04
2025-09-30	$369,863	4,906	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$331,172	4,801	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$322,219	4,756	+8.0%	Shares	Sole	2025-05-02
2024-09-30	$276,797	4,402	+8.5%	Shares	Sole	2024-10-28
2024-06-30	$239,606	4,057	-25.1%	Shares	Sole	2024-07-25
2024-03-31	$431,820	5,414	+4.3%	Shares	Sole	2024-04-23
2023-12-31	$409,881	5,191	-10.9%	Shares	Sole	2024-02-07
2023-09-30	$406,980	5,829	+19.8%	Shares	Sole	2023-10-26
2023-06-30	$336,455	4,867	+24.0%	Shares	Sole	2023-08-02
2023-03-31	$291,592	3,924	-13.4%	Shares	Sole	2023-04-11
2022-12-31	$422,150	4,530	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.