CV Advisors
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CV Advisors’s CVS Health CVS Stock Holding History

CV 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 		$1.27M Hold
14,856
– – 0.21% 46
2026
Q2 		$1.54M Buy
+14,856
New +$1.33M 0.28% 41

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CV Advisors's CVS Position: Q3 2026 in Review

CV Advisors held its CVS Health (CVS) position steady in Q3 2026 at 14,856 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #46.

CV Advisors first reported a position in CVS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.54M in Q2 2026. 557 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • CV Advisors held 14,856 shares of CVS Health worth $1.27M as of Q3 2026.
  • CV Advisors left its CVS Health share count unchanged in Q3 2026.
  • CVS Health made up 0.21% of CV Advisors's portfolio in Q3 2026, its #46 holding.
  • CV Advisors first reported a position in CVS Health in Q2 2026 and has held it in 2 quarters since.
  • CV Advisors's CVS Health position peaked at $1.54M in Q2 2026.
  • 557 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.