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3Chopt Investment Partners’s CVS Health CVS Stock Holding History

3Chopt 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 		$274K Buy
+2,652
New +$237K 0.05% 213
2024
Q1 		– Sell
-6,342
Closed -$501K – 90
2023
Q4 		$501K Buy
+6,342
New +$451K 0.18% 104
2023
Q3 		– Sell
-8,484
Closed -$586K – 77
2023
Q2 		$586K Sell
8,484
-28,196
-77% -$2.01M 0.29% 81
2023
Q1 		$2.73M Sell
36,680
-1,807
-5% -$152K 1.45% 14
2022
Q4 		$3.59M Buy
+38,487
New +$3.71M 1.96% 10

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

3Chopt Investment Partners's CVS Position: Q2 2026 in Review

3Chopt Investment Partners opened a new position in CVS Health (CVS) in Q2 2026: 2,652 shares worth $274K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings. This is a return to the name: 3Chopt Investment Partners previously reported a position in CVS as recently as Q4 2023.

3Chopt Investment Partners first reported a position in CVS in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.59M in Q4 2022. 2,064 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • 3Chopt Investment Partners held 2,652 shares of CVS Health worth $274K as of Q2 2026.
  • CVS Health was a new 3Chopt Investment Partners position in Q2 2026.
  • CVS Health made up 0.05% of 3Chopt Investment Partners's portfolio in Q2 2026, its #213 holding.
  • 3Chopt Investment Partners first reported a position in CVS Health in Q4 2022 and has held it in 5 quarters since.
  • 3Chopt Investment Partners's CVS Health position peaked at $3.59M in Q4 2022.
  • 2,064 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.