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Boston Trust Walden’s CVS Health CVS Stock Holding History

Boston Trust Walden’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 		$668K Sell
6,458
-150
-2% -$13.4K 0.01% 318
2026
Q1 		$475K Sell
6,608
-7,805
-54% -$601K ﹤0.01% 331
2025
Q4 		$1.14M Hold
14,413
– – 0.01% 271
2025
Q3 		$1.09M Sell
14,413
-200
-1% -$13.7K 0.01% 276
2025
Q2 		$1.01M Sell
14,613
-815
-5% -$53.4K 0.01% 277
2025
Q1 		$1.05M Sell
15,428
-200
-1% -$12K 0.01% 276
2024
Q4 		$702K Sell
15,628
-2,857
-15% -$160K ﹤0.01% 299
2024
Q3 		$1.16M Sell
18,485
-3,100
-14% -$181K 0.01% 278
2024
Q2 		$1.27M Sell
21,585
-119,121
-85% -$7.45M 0.01% 266
2024
Q1 		$11.2M Sell
140,706
-31,380
-18% -$2.4M 0.08% 193
2023
Q4 		$13.6M Sell
172,086
-11,133
-6% -$792K 0.1% 179
2023
Q3 		$12.8M Buy
183,219
+450
+0.2% +$31.9K 0.11% 182
2023
Q2 		$12.6M Buy
182,769
+4,245
+2% +$302K 0.1% 184
2023
Q1 		$13.3M Sell
178,524
-29,305
-14% -$2.46M 0.11% 184
2022
Q4 		$19.4M Buy
207,829
+93,051
+81% +$8.98M 0.17% 172
2022
Q3 		$10.9M Buy
114,778
+8,825
+8% +$874K 0.11% 193
2022
Q2 		$9.82M Buy
105,953
+9,427
+10% +$920K 0.09% 202
2022
Q1 		$9.77M Sell
96,526
-6,450
-6% -$678K 0.08% 208
2021
Q4 		$10.6M Buy
102,976
+26,490
+35% +$2.45M 0.09% 211
2021
Q3 		$6.49M Buy
76,486
+9,675
+14% +$810K 0.06% 224
2021
Q2 		$5.58M Buy
66,811
+58,485
+702% +$4.79M 0.05% 235
2021
Q1 		$626K Hold
8,326
– – 0.01% 305
2020
Q4 		$569K Buy
8,326
+477
+6% +$31K 0.01% 310
2020
Q3 		$458K Buy
7,849
+102
+1% +$6.35K 0.01% 317
2020
Q2 		$503K Hold
7,747
– – 0.01% 310
2020
Q1 		$460K Sell
7,747
-600
-7% -$40.1K 0.01% 308
2019
Q4 		$620K Sell
8,347
-265
-3% -$18.6K 0.01% 315
2019
Q3 		$543K Buy
8,612
+3,400
+65% +$201K 0.01% 321
2019
Q2 		$284K Buy
+5,212
New +$281K ﹤0.01% 353
2019
Q1 		– Sell
-3,917
Closed -$257K – 378
2018
Q4 		$257K Buy
3,917
+57
+1% +$4.25K ﹤0.01% 355
2018
Q3 		$304K Sell
3,860
-1,550
-29% -$111K ﹤0.01% 356
2018
Q2 		$348K Sell
5,410
-730
-12% -$48.1K 0.01% 352
2018
Q1 		$382K Sell
6,140
-17,700
-74% -$1.27M 0.01% 351
2017
Q4 		$1.73M Sell
23,840
-247,205
-91% -$18M 0.03% 282
2017
Q3 		$22M Sell
271,045
-3,971
-1% -$314K 0.34% 92
2017
Q2 		$22.1M Sell
275,016
-9,130
-3% -$721K 0.36% 89
2017
Q1 		$22.3M Sell
284,146
-7,395
-3% -$590K 0.35% 104
2016
Q4 		$23M Sell
291,541
-38,180
-12% -$3.09M 0.36% 110
2016
Q3 		$29.3M Sell
329,721
-20,115
-6% -$1.9M 0.48% 72
2016
Q2 		$33.5M Buy
349,836
+22,158
+7% +$2.21M 0.57% 52
2016
Q1 		$34M Buy
327,678
+29,570
+10% +$2.88M 0.59% 51
2015
Q4 		$29.1M Buy
298,108
+6,770
+2% +$663K 0.54% 51
2015
Q3 		$28.1M Buy
291,338
+89,510
+44% +$9.41M 0.47% 69
2015
Q2 		$21.2M Buy
201,828
+60,888
+43% +$6.22M 0.32% 135
2015
Q1 		$14.5M Buy
140,940
+135,465
+2,474% +$13.7M 0.22% 162
2014
Q4 		$527K Sell
5,475
-125
-2% -$11K 0.01% 309
2014
Q3 		$446K Hold
5,600
– – 0.01% 312
2014
Q2 		$422K Buy
+5,600
New +$423K 0.01% 307

Other funds holding CVS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Boston Trust Walden's CVS Position: Q2 2026 in Review

Boston Trust Walden reduced its CVS Health (CVS) stake by 2.3% in Q2 2026, selling an estimated $13.4K and leaving 6,458 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #318.

Boston Trust Walden first reported a position in CVS in Q2 2014 and has held it in 48 quarters since. The position peaked at $34M in Q1 2016. 886 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Boston Trust Walden held 6,458 shares of CVS Health worth $668K as of Q2 2026.
  • Boston Trust Walden sold 150 CVS Health shares in Q2 2026, an estimated $13.4K.
  • CVS Health made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #318 holding.
  • Boston Trust Walden first reported a position in CVS Health in Q2 2014 and has held it in 48 quarters since.
  • Boston Trust Walden's CVS Health position peaked at $34M in Q1 2016.
  • 886 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.