DecisionPoint Financial’s CVS Health CVS Stock Holding History

DecisionPoint Financial’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	$4.86K	Buy	57 +2	+4%	+$196	﹤0.01%	284
2026 Q2	$5.76K	Sell	55 -3	-5%	-$268	﹤0.01%	227
2026 Q1	$4.17K	Hold	58	–	–	﹤0.01%	233
2025 Q4	$4.6K	Hold	58	–	–	﹤0.01%	255
2025 Q3	$4.46K	Hold	58	–	–	﹤0.01%	178
2025 Q2	$4.04K	Buy	+58	New	+$3.8K	﹤0.01%	192
2024 Q4	–	Sell	-1,000	Closed	-$62.9K	–	264
2024 Q3	$62.9K	Hold	1,000	–	–	0.02%	67
2024 Q2	$60.3K	Hold	1,000	–	–	0.02%	69
2024 Q1	$67.2K	Hold	1,000	–	–	0.03%	69
2023 Q4	$79K	Hold	1,000	–	–	0.03%	58
2023 Q3	$69.8K	Hold	1,000	–	–	0.04%	50
2023 Q2	$69.1K	Hold	1,000	–	–	0.04%	54
2023 Q1	$74.3K	Hold	1,000	–	–	0.04%	50
2022 Q4	$93.2K	Buy	+1,000	New	+$96.5K	0.06%	34

Other funds holding CVS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

DecisionPoint Financial's CVS Position: Q3 2026 in Review

DecisionPoint Financial increased its CVS Health (CVS) stake by 3.6% in Q3 2026, buying an estimated $196 and bringing the position to 57 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

DecisionPoint Financial first reported a position in CVS in Q4 2022 and has held it in 14 quarters since. The position peaked at $93.2K in Q4 2022. 717 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

DecisionPoint Financial held 57 shares of CVS Health worth $4.86K as of Q3 2026.
DecisionPoint Financial bought 2 CVS Health shares in Q3 2026, an estimated $196.
CVS Health made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #284 holding.
DecisionPoint Financial first reported a position in CVS Health in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's CVS Health position peaked at $93.2K in Q4 2022.
717 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.