Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,207,001
+$1,212,179 QoQ
Shares Held
40,667
-2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#549
of 2,054 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026VISTA INVESTMENT PARTNERS LLC holds $4,517,892 across 2 Healthcare Plans names. CVS ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
40,667 | $4,207,001 | |
| 2 | UNH |
Unitedhealth Group Inc
|
748 | $310,891 |
All Filings in CVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,207,001 | 40,667 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,994,822 | 41,699 | Shares | Sole | 2026-04-09 | |
| 2024-03-31 | $240,157 | 3,011 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $237,748 | 3,011 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||