Position in CVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$363,419
+$109,751 QoQ
Shares Held
3,513
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,391
of 2,051 holders
Holding Since
Dec 2022
14 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, 2026Westmount Partners, LLC holds $661,841 across 2 Healthcare Plans names. CVS ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,513 | $363,419 | |
| 2 | UNH |
Unitedhealth Group Inc
|
718 | $298,422 |
All Filings in CVS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,419 | 3,513 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $253,668 | 3,532 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $277,204 | 3,493 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $263,337 | 3,493 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $240,947 | 3,493 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $236,650 | 3,493 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $211,339 | 3,361 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $218,108 | 3,693 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $292,240 | 3,664 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $289,309 | 3,664 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $258,613 | 3,704 | Shares | Sole | 2025-01-28 | |
| 2023-06-30 | $256,887 | 3,716 | Shares | Sole | 2025-01-28 | |
| 2023-03-31 | $273,163 | 3,676 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $315,541 | 3,386 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||