Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$136,657
+$34,170 QoQ
Shares Held
1,321
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,755
of 2,054 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $2,103,061 across 11 Healthcare Plans names. CVS ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
15,531 | $996,934 | |
| 2 | MOH |
Molina Healthcare, Inc.
|
2,285 | $522,579 | |
| 3 | UNH |
Unitedhealth Group Inc
|
718 | $298,422 | |
| 4 | CVS |
CVS HEALTH Corp
This page
|
1,321 | $136,657 | |
| 5 | CI |
Cigna Group
|
192 | $52,930 | |
| 6 | ELV |
Elevance Health, Inc.
|
114 | $44,087 | |
| 7 | PGNY |
Progyny, Inc.
|
909 | $26,206 | |
| 8 | OSCR |
Oscar Health, Inc.
|
343 | $9,782 |
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,657 | 1,321 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $102,487 | 1,427 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $297,996 | 3,755 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $283,089 | 3,755 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $72,429 | 1,050 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||