Cedar Mountain Advisors
CVS icon

Cedar Mountain Advisors’s CVS Health CVS Stock Holding History

Cedar Mountain 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
Q3 		$38.8K Buy
453
+17
+4% +$1.66K 0.01% 195
2026
Q2 		$45.1K Hold
436
– – 0.01% 192
2026
Q1 		$31.3K Buy
436
+65
+18% +$5.01K 0.01% 213
2025
Q4 		$29.4K Hold
371
– – 0.01% 154
2025
Q3 		$28K Hold
371
– – 0.01% 154
2025
Q2 		$25.6K Hold
371
– – 0.01% 141
2025
Q1 		$25.1K Hold
371
– – 0.01% 138
2024
Q4 		$16.7K Buy
+371
New +$20.8K ﹤0.01% 172
2023
Q1 		– Sell
-91
Closed -$8.48K – 305
2022
Q4 		$8.48K Hold
91
– – ﹤0.01% 172
2022
Q3 		$9K Hold
91
– – ﹤0.01% 162
2022
Q2 		$8K Hold
91
– – ﹤0.01% 176
2022
Q1 		$9K Hold
91
– – ﹤0.01% 180
2021
Q4 		$9K Hold
91
– – ﹤0.01% 182
2021
Q3 		$8K Buy
+91
New +$7.62K ﹤0.01% 187

Other funds holding CVS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Cedar Mountain Advisors's CVS Position: Q3 2026 in Review

Cedar Mountain Advisors increased its CVS Health (CVS) stake by 3.9% in Q3 2026, buying an estimated $1.66K and bringing the position to 453 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #195.

Cedar Mountain Advisors first reported a position in CVS in Q3 2021 and has held it in 14 quarters since. The position peaked at $45.1K in Q2 2026. 460 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Cedar Mountain Advisors held 453 shares of CVS Health worth $38.8K as of Q3 2026.
  • Cedar Mountain Advisors bought 17 CVS Health shares in Q3 2026, an estimated $1.66K.
  • CVS Health made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #195 holding.
  • Cedar Mountain Advisors first reported a position in CVS Health in Q3 2021 and has held it in 14 quarters since.
  • Cedar Mountain Advisors's CVS Health position peaked at $45.1K in Q2 2026.
  • 460 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.