SEC 13F Intelligence

Financial Partners Group, LLC / CVS

Financial Partners Group, LLC’s Cvs Health Corp Position

Does Financial Partners Group, LLC own Cvs Health Corp (CVS)? Not currently — the last reported position was 107.6K shares worth $6M in Q2 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$6M
Q2 2024
Shares
107.6K
% of Portfolio
+2.47%
Quarters Held
7
position exited

Position History CVS

Reported value by quarter
Q4 ’22: $5MQ4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $8MQ2 ’23Q3 ’23: $8MQ3 ’23Q4 ’23: $9MQ4 ’23Q1 ’24: $9MQ1 ’24Q2 ’24: $6MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024107.6K$6M+2.47%
Q1 2024117.5K$9M+3.63%
Q4 2023117.4K$9M+4.19%
Q3 2023115.8K$8M+3.88%
Q2 2023113.2K$8M+3.94%
Q1 202354.1K$4M+2.10%
Q4 202249.6K$5M+2.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Partners Group, LLC’s full portfolio or all institutional holders of CVS.