Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,613,457
+$773,716 QoQ
Shares Held
25,263
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#692
of 2,054 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026VISTA INVESTMENT PARTNERS II, LLC holds $2,613,457 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
25,263 | $2,613,457 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,613,457 | 25,263 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,839,741 | 25,616 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||