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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Vista Investment Partners reduced its CVS Health (CVS) stake by 2.5% in Q2 2026, selling an estimated $92.1K and leaving 40,667 shares worth $4.21M. The position accounts for 1.06% of the portfolio, ranked #39.

Vista Investment Partners first reported a position in CVS in Q4 2023 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Vista Investment Partners held 40,667 shares of CVS Health worth $4.21M as of Q2 2026.
  • Vista Investment Partners sold 1,032 CVS Health shares in Q2 2026, an estimated $92.1K.
  • CVS Health made up 1.06% of Vista Investment Partners's portfolio in Q2 2026, its #39 holding.
  • Vista Investment Partners first reported a position in CVS Health in Q4 2023 and has held it in 4 quarters since.
  • 650 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.