BGA
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Battery Global Advisors’s CVS Health CVS Stock Holding History

Battery Global 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
Q1 		$34.3K Buy
478
+467
+4,245% +$36K 0.02% 92
2025
Q4 		$5.62K Sell
11
-467
-98% -$36.8K ﹤0.01% 146
2025
Q3 		$36K Hold
478
– – 0.02% 90
2025
Q2 		$33K Hold
478
– – 0.02% 87
2025
Q1 		$32.4K Hold
478
– – 0.02% 80
2024
Q4 		$21.5K Hold
478
– – 0.01% 96
2024
Q3 		$30.1K Buy
+478
New +$27.9K 0.02% 85

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Battery Global Advisors's CVS Position: Q1 2026 in Review

Battery Global Advisors increased its CVS Health (CVS) stake by 4,245% in Q1 2026, buying an estimated $36K and bringing the position to 478 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #92.

Battery Global Advisors first reported a position in CVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $36K in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Battery Global Advisors held 478 shares of CVS Health worth $34.3K as of Q1 2026.
  • Battery Global Advisors bought 467 CVS Health shares in Q1 2026, an estimated $36K.
  • CVS Health made up 0.02% of Battery Global Advisors's portfolio in Q1 2026, its #92 holding.
  • Battery Global Advisors first reported a position in CVS Health in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's CVS Health position peaked at $36K in Q3 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.