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Vista Investment Partners II’s CVS Health CVS Stock Holding History

Vista Investment Partners II’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Sell
25,263
-353
-1% -$31.5K 1.03% 35
2026
Q1 		$1.84M Buy
+25,616
New +$1.97M 0.83% 48

Other funds holding CVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vista Investment Partners II's CVS Position: Q2 2026 in Review

Vista Investment Partners II reduced its CVS Health (CVS) stake by 1.4% in Q2 2026, selling an estimated $31.5K and leaving 25,263 shares worth $2.61M. The position accounts for 1.03% of the portfolio, ranked #35.

Vista Investment Partners II first reported a position in CVS in Q1 2026 and has held it in 2 quarters since. 997 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Vista Investment Partners II held 25,263 shares of CVS Health worth $2.61M as of Q2 2026.
  • Vista Investment Partners II sold 353 CVS Health shares in Q2 2026, an estimated $31.5K.
  • CVS Health made up 1.03% of Vista Investment Partners II's portfolio in Q2 2026, its #35 holding.
  • Vista Investment Partners II first reported a position in CVS Health in Q1 2026 and has held it in 2 quarters since.
  • 997 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.