Azimuth Capital Investment Management’s CVS Health CVS Stock Holding History

Azimuth Capital Investment Management’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 Q1	$7.78M	Buy	108,384 +57,148	+112%	+$4.4M	0.29%	115
2025 Q4	$4.07M	Buy	51,236 +48,443	+1,734%	+$3.82M	0.15%	160
2025 Q3	$211K	Buy	+2,793	New	+$191K	0.01%	290
2024 Q2	–	Sell	-2,970	Closed	-$237K	–	308
2024 Q1	$237K	Buy	2,970 +220	+8%	+$16.8K	0.01%	289
2023 Q4	$217K	Sell	2,750 -593	-18%	-$42.2K	0.01%	293
2023 Q3	$233K	Sell	3,343 -104,831	-97%	-$7.43M	0.01%	280
2023 Q2	$7.48M	Sell	108,174 -72,992	-40%	-$5.19M	0.36%	105
2023 Q1	$13.5M	Sell	181,166 -55,080	-23%	-$4.62M	0.66%	52
2022 Q4	$22M	Sell	236,246 -74,921	-24%	-$7.23M	1.12%	18
2022 Q3	$29.7M	Buy	311,167 +62,965	+25%	+$6.23M	1.62%	4
2022 Q2	$23M	Buy	+248,202	New	+$24.2M	1.16%	15

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Azimuth Capital Investment Management's CVS Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its CVS Health (CVS) stake by 112% in Q1 2026, buying an estimated $4.4M and bringing the position to 108,384 shares worth $7.78M. The position accounts for 0.29% of the portfolio, ranked #115.

Azimuth Capital Investment Management first reported a position in CVS in Q2 2022 and has held it in 11 quarters since. The position peaked at $29.7M in Q3 2022. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Azimuth Capital Investment Management held 108,384 shares of CVS Health worth $7.78M as of Q1 2026.
Azimuth Capital Investment Management bought 57,148 CVS Health shares in Q1 2026, an estimated $4.4M.
CVS Health made up 0.29% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #115 holding.
Azimuth Capital Investment Management first reported a position in CVS Health in Q2 2022 and has held it in 11 quarters since.
Azimuth Capital Investment Management's CVS Health position peaked at $29.7M in Q3 2022.
1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.