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Vista Investment Partners’s CVS Health CVS Stock Holding History

Vista Investment Partners’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
Q3 		$3.4M Sell
39,713
-954
-2% -$93.4K 0.89% 44
2026
Q2 		$4.21M Sell
40,667
-1,032
-2% -$92.1K 1.06% 39
2026
Q1 		$2.99M Buy
+41,699
New +$3.21M 0.79% 47
2024
Q2 		– Sell
-3,011
Closed -$240K – 160
2024
Q1 		$240K Hold
3,011
– – 0.08% 131
2023
Q4 		$238K Buy
+3,011
New +$214K 0.09% 129

Other funds holding CVS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Vista Investment Partners's CVS Position: Q3 2026 in Review

Vista Investment Partners reduced its CVS Health (CVS) stake by 2.3% in Q3 2026, selling an estimated $93.4K and leaving 39,713 shares worth $3.4M. The position accounts for 0.89% of the portfolio, ranked #44.

Vista Investment Partners first reported a position in CVS in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.21M in Q2 2026. 74 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Vista Investment Partners held 39,713 shares of CVS Health worth $3.4M as of Q3 2026.
  • Vista Investment Partners sold 954 CVS Health shares in Q3 2026, an estimated $93.4K.
  • CVS Health made up 0.89% of Vista Investment Partners's portfolio in Q3 2026, its #44 holding.
  • Vista Investment Partners first reported a position in CVS Health in Q4 2023 and has held it in 5 quarters since.
  • Vista Investment Partners's CVS Health position peaked at $4.21M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.