Rothwell Investment Advisors, LLC’s CVS Health CVS Stock Holding History

Rothwell Investment Advisors, LLC’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	$673K	Buy	+7,853	New	+$769K	0.36%	54

Other funds holding CVS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CVS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in CVS Health (CVS) in Q3 2026: 7,853 shares worth $673K. The stake represents 0.36% of the portfolio and ranks #54 among its holdings.

1,129 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

Rothwell Investment Advisors, LLC held 7,853 shares of CVS Health worth $673K as of Q3 2026.
CVS Health was a new Rothwell Investment Advisors, LLC position in Q3 2026.
CVS Health made up 0.36% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #54 holding.
1,129 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.