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Colter Lewis Investment Partners’s CVS Health CVS Stock Holding History

Colter Lewis Investment Partners’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 		– Sell
-5,058
Closed -$363K – 125
2026
Q1 		$363K Buy
+5,058
New +$390K 0.34% 78

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Colter Lewis Investment Partners's CVS Position: Q2 2026 in Review

Colter Lewis Investment Partners sold out of CVS Health (CVS) in Q2 2026, closing a stake of 5,058 shares — an estimated $363K sold.

Colter Lewis Investment Partners first reported a position in CVS in Q1 2026 and held it in 1 quarter. The position peaked at $363K in Q1 2026. 2,062 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Colter Lewis Investment Partners reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 5,058 CVS Health shares in Q2 2026, an estimated $363K.
  • Colter Lewis Investment Partners first reported a position in CVS Health in Q1 2026 and held it in 1 quarter.
  • Colter Lewis Investment Partners's CVS Health position peaked at $363K in Q1 2026.
  • 2,062 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.