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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
Q2 		$14M Buy
135,609
+27,225
+25% +$2.43M 0.47% 70
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
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 $3.38T AUM 44.17% 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

Azimuth Capital Investment Management's CVS Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its CVS Health (CVS) stake by 25% in Q2 2026, buying an estimated $2.43M and bringing the position to 135,609 shares worth $14M. The position accounts for 0.47% of the portfolio, ranked #70.

Azimuth Capital Investment Management first reported a position in CVS in Q2 2022 and has held it in 12 quarters since. The position peaked at $29.7M in Q3 2022. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Azimuth Capital Investment Management held 135,609 shares of CVS Health worth $14M as of Q2 2026.
  • Azimuth Capital Investment Management bought 27,225 CVS Health shares in Q2 2026, an estimated $2.43M.
  • CVS Health made up 0.47% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #70 holding.
  • Azimuth Capital Investment Management first reported a position in CVS Health in Q2 2022 and has held it in 12 quarters since.
  • Azimuth Capital Investment Management's CVS Health position peaked at $29.7M in Q3 2022.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.