DI
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Decision Investments’s CVS Health CVS Stock Holding History

Decision Investments’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 		$317K Hold
3,704
– – 0.29% 65
2026
Q2 		$383K Sell
3,704
-105
-3% -$9.37K 0.35% 51
2026
Q1 		$274K Sell
3,809
-247
-6% -$19K 0.31% 67
2025
Q4 		$322K Buy
+4,056
New +$320K 0.35% 51

Other funds holding CVS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Decision Investments's CVS Position: Q3 2026 in Review

Decision Investments held its CVS Health (CVS) position steady in Q3 2026 at 3,704 shares worth $317K. The position accounts for 0.29% of the portfolio, ranked #65.

Decision Investments first reported a position in CVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $383K in Q2 2026. 93 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Decision Investments held 3,704 shares of CVS Health worth $317K as of Q3 2026.
  • Decision Investments left its CVS Health share count unchanged in Q3 2026.
  • CVS Health made up 0.29% of Decision Investments's portfolio in Q3 2026, its #65 holding.
  • Decision Investments first reported a position in CVS Health in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's CVS Health position peaked at $383K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.