Altman Advisors’s CVS Health CVS Stock Holding History

Altman Advisors’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	$1.98M	Buy	+23,082	New	+$2.26M	0.7%	59
2020 Q4	–	Sell	-17,691	Closed	-$1.03M	–	83
2020 Q3	$1.03M	Sell	17,691 -19,222	-52%	-$1.2M	0.73%	58
2020 Q2	$2.4M	Sell	36,913 -560	-1%	-$35.3K	2.04%	16
2020 Q1	$2.22M	Sell	37,473 -2,090	-5%	-$140K	2.06%	12
2019 Q4	$2.94M	Sell	39,563 -454	-1%	-$31.9K	2.35%	11
2019 Q3	$2.52M	Buy	+40,017	New	+$2.37M	2.14%	15

Other funds holding CVS

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

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

Altman Advisors's CVS Position: Q3 2026 in Review

Altman Advisors opened a new position in CVS Health (CVS) in Q3 2026: 23,082 shares worth $1.98M. The stake represents 0.7% of the portfolio and ranks #59 among its holdings. This is a return to the name: Altman Advisors previously reported a position in CVS as recently as Q3 2020.

Altman Advisors first reported a position in CVS in Q3 2019 and has held it in 6 quarters since. The position peaked at $2.94M in Q4 2019. 1,556 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

Altman Advisors held 23,082 shares of CVS Health worth $1.98M as of Q3 2026.
CVS Health was a new Altman Advisors position in Q3 2026.
CVS Health made up 0.7% of Altman Advisors's portfolio in Q3 2026, its #59 holding.
Altman Advisors first reported a position in CVS Health in Q3 2019 and has held it in 6 quarters since.
Altman Advisors's CVS Health position peaked at $2.94M in Q4 2019.
1,556 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Altman Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.