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Concurrent Investment Advisors’s CVS Health CVS Stock Holding History

Concurrent Investment 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
2024
Q1 		– Sell
-5,000
Closed -$395K – 940
2023
Q4 		$395K Buy
+5,000
New +$356K 0.02% 555

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

Concurrent Investment Advisors's CVS Position: Q1 2026 in Review

Concurrent Investment Advisors increased its CVS Health (CVS) stake by 39% in Q1 2026, buying an estimated $654K and bringing the position to 30,331 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #585.

Concurrent Investment Advisors first reported a position in CVS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.82M in Q3 2024. 1,866 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Concurrent Investment Advisors held 30,331 shares of CVS Health worth $2.18M as of Q1 2026.
  • Concurrent Investment Advisors bought 8,491 CVS Health shares in Q1 2026, an estimated $654K.
  • CVS Health made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #585 holding.
  • Concurrent Investment Advisors first reported a position in CVS Health in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's CVS Health position peaked at $3.82M in Q3 2024.
  • 1,866 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.