Ares Financial Consulting
CVS icon

Ares Financial Consulting’s CVS Health CVS Stock Holding History

Ares Financial Consulting’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 		$66.7K Buy
778
+26
+3% +$2.55K 0.05% 185
2026
Q2 		$77.8K Buy
752
+36
+5% +$3.21K 0.06% 171
2026
Q1 		$51.9K Buy
716
+353
+97% +$27.2K 0.04% 208
2025
Q4 		$28.8K Buy
+363
New +$28.6K 0.03% 216

Other funds holding CVS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ares Financial Consulting's CVS Position: Q3 2026 in Review

Ares Financial Consulting increased its CVS Health (CVS) stake by 3.5% in Q3 2026, buying an estimated $2.55K and bringing the position to 778 shares worth $66.7K. The position accounts for 0.05% of the portfolio, ranked #185.

Ares Financial Consulting first reported a position in CVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $77.8K in Q2 2026. 1,324 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Ares Financial Consulting held 778 shares of CVS Health worth $66.7K as of Q3 2026.
  • Ares Financial Consulting bought 26 CVS Health shares in Q3 2026, an estimated $2.55K.
  • CVS Health made up 0.05% of Ares Financial Consulting's portfolio in Q3 2026, its #185 holding.
  • Ares Financial Consulting first reported a position in CVS Health in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's CVS Health position peaked at $77.8K in Q2 2026.
  • 1,324 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.