3Chopt Investment Partners, LLC

Position in CVS — CVS HEALTH Corp

CIK 1978521 RICHMOND, VA

Position in CVS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$274,349

-$226,415 QoQ

Shares Held

2,652

-58.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,531

of 2,054 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

3Chopt Investment Partners, LLC holds $3,919,485 across 4 Healthcare Plans names. CVS ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	7,001	$1,930,035
2	UNH	Unitedhealth Group Inc	3,384	$1,406,491
3	ELV	Elevance Health, Inc.	798	$308,610
4	CVS	CVS HEALTH Corp This page	2,652	$274,349

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,349	2,652	-58.2%	Shares	Sole	2026-07-29
2023-12-31	$500,764	6,342	-25.2%	Shares	Sole	2024-02-12
2023-06-30	$586,498	8,484	-76.9%	Shares	Sole	2023-07-26
2023-03-31	$2,725,690	36,680	-4.7%	Shares	Sole	2023-05-23
2022-12-31	$3,586,603	38,487	—	Shares	Sole	2023-05-24
No filing history on record for this holder in this stock.