Cypress Wealth Services
CVS icon

Cypress Wealth Services’s CVS Health CVS Stock Holding History

Cypress Wealth Services’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 		$246K Sell
2,851
-34
-1% -$3.33K 0.03% 371
2026
Q2 		$298K Buy
2,885
+8
+0.3% +$714 0.04% 345
2026
Q1 		$207K Sell
2,877
-12
-0.4% -$924 0.03% 378
2025
Q4 		$229K Buy
+2,889
New +$228K 0.03% 351
2024
Q2 		– Sell
-2,976
Closed -$237K – 262
2024
Q1 		$237K Buy
2,976
+139
+5% +$10.6K 0.06% 227
2023
Q4 		$224K Sell
2,837
-529
-16% -$37.6K 0.06% 220
2023
Q3 		$235K Buy
3,366
+89
+3% +$6.31K 0.07% 208
2023
Q2 		$233K Buy
3,277
+158
+5% +$11.2K 0.06% 210
2023
Q1 		$232K Buy
3,119
+137
+5% +$11.5K 0.07% 214
2022
Q4 		$278K Buy
2,982
+255
+9% +$24.6K 0.09% 192
2022
Q3 		$241K Sell
2,727
-377
-12% -$37.3K 0.08% 192
2022
Q2 		$288K Buy
3,104
+3
+0.1% +$293 0.09% 177
2022
Q1 		$314K Buy
3,101
+57
+2% +$5.99K 0.09% 177
2021
Q4 		$314K Buy
3,044
+42
+1% +$3.88K 0.09% 170
2021
Q3 		$255K Sell
3,002
-618
-17% -$51.8K 0.08% 186
2021
Q2 		$302K Sell
3,620
-18
-0.5% -$1.47K 0.08% 198
2021
Q1 		$274K Buy
3,638
+152
+4% +$11.1K 0.06% 236
2020
Q4 		$238K Buy
+3,486
New +$227K 0.05% 245

Other funds holding CVS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Cypress Wealth Services's CVS Position: Q3 2026 in Review

Cypress Wealth Services reduced its CVS Health (CVS) stake by 1.2% in Q3 2026, selling an estimated $3.33K and leaving 2,851 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #371.

Cypress Wealth Services first reported a position in CVS in Q4 2020 and has held it in 18 quarters since. The position peaked at $314K in Q1 2022. 1,369 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Cypress Wealth Services held 2,851 shares of CVS Health worth $246K as of Q3 2026.
  • Cypress Wealth Services sold 34 CVS Health shares in Q3 2026, an estimated $3.33K.
  • CVS Health made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #371 holding.
  • Cypress Wealth Services first reported a position in CVS Health in Q4 2020 and has held it in 18 quarters since.
  • Cypress Wealth Services's CVS Health position peaked at $314K in Q1 2022.
  • 1,369 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.