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Bear Mountain Capital’s CVS Health CVS Stock Holding History

Bear Mountain Capital’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 		$319 Hold
3
– – ﹤0.01% 178
2026
Q1 		$230 Hold
3
– – ﹤0.01% 172
2025
Q4 		$244 Hold
3
– – ﹤0.01% 171
2025
Q3 		$249 Buy
+3
New +$206 ﹤0.01% 251
2025
Q2 		– Sell
-15
Closed -$987 – 218
2025
Q1 		$987 Buy
+15
New +$898 ﹤0.01% 183

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 $3.37T AUM 44.26% 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

Bear Mountain Capital's CVS Position: Q2 2026 in Review

Bear Mountain Capital held its CVS Health (CVS) position steady in Q2 2026 at 3 shares worth $319. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Bear Mountain Capital first reported a position in CVS in Q1 2025 and has held it in 5 quarters since. The position peaked at $987 in Q1 2025. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Bear Mountain Capital held 3 shares of CVS Health worth $319 as of Q2 2026.
  • Bear Mountain Capital left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #178 holding.
  • Bear Mountain Capital first reported a position in CVS Health in Q1 2025 and has held it in 5 quarters since.
  • Bear Mountain Capital's CVS Health position peaked at $987 in Q1 2025.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.