Baron Wealth Management’s CVS Health CVS Stock Holding History

Baron Wealth 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 Q3	$373K	Buy	4,350 +1,198	+38%	+$117K	0.1%	161
2026 Q2	$326K	Buy	+3,152	New	+$281K	0.08%	190
2024 Q2	–	Sell	-4,900	Closed	-$391K	–	191
2024 Q1	$391K	Buy	4,900 +322	+7%	+$24.6K	0.21%	82
2023 Q4	$361K	Buy	4,578 +1,410	+45%	+$100K	0.2%	78
2023 Q3	$221K	Buy	3,168 +172	+6%	+$12.2K	0.14%	123
2023 Q2	$207K	Buy	+2,996	New	+$213K	0.13%	133
2023 Q1	–	Sell	-2,482	Closed	-$231K	–	139
2022 Q4	$231K	Buy	+2,482	New	+$239K	0.18%	111

Other funds holding CVS

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

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

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

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Baron Wealth Management's CVS Position: Q3 2026 in Review

Baron Wealth Management increased its CVS Health (CVS) stake by 38% in Q3 2026, buying an estimated $117K and bringing the position to 4,350 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #161.

Baron Wealth Management first reported a position in CVS in Q4 2022 and has held it in 7 quarters since. The position peaked at $391K in Q1 2024. 1,324 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

Baron Wealth Management held 4,350 shares of CVS Health worth $373K as of Q3 2026.
Baron Wealth Management bought 1,198 CVS Health shares in Q3 2026, an estimated $117K.
CVS Health made up 0.1% of Baron Wealth Management's portfolio in Q3 2026, its #161 holding.
Baron Wealth Management first reported a position in CVS Health in Q4 2022 and has held it in 7 quarters since.
Baron Wealth Management's CVS Health position peaked at $391K in Q1 2024.
1,324 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.