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Beutel, Goodman & Co’s CVS Health CVS Stock Holding History

Beutel, Goodman & Co’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 		$421K Sell
5,865
-5,075
-46% -$391K ﹤0.01% 118
2025
Q4 		$868K Sell
10,940
-2,875
-21% -$227K 0.01% 107
2025
Q3 		$1.04M Sell
13,815
-1,825
-12% -$125K 0.01% 104
2025
Q2 		$1.08M Sell
15,640
-3,600
-19% -$236K 0.01% 101
2025
Q1 		$1.3M Buy
+19,240
New +$1.15M 0.01% 101

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

Beutel, Goodman & Co's CVS Position: Q1 2026 in Review

Beutel, Goodman & Co reduced its CVS Health (CVS) stake by 46% in Q1 2026, selling an estimated $391K and leaving 5,865 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

Beutel, Goodman & Co first reported a position in CVS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q1 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Beutel, Goodman & Co held 5,865 shares of CVS Health worth $421K as of Q1 2026.
  • Beutel, Goodman & Co sold 5,075 CVS Health shares in Q1 2026, an estimated $391K.
  • CVS Health made up ﹤0.01% of Beutel, Goodman & Co's portfolio in Q1 2026, its #118 holding.
  • Beutel, Goodman & Co first reported a position in CVS Health in Q1 2025 and has held it in 5 quarters since.
  • Beutel, Goodman & Co's CVS Health position peaked at $1.3M in Q1 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.