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Dickmeyer Boyce Financial Management’s CVS Health CVS Stock Holding History

Dickmeyer Boyce Financial Management’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 		$438K Sell
5,106
-44
-0.9% -$4.31K 0.22% 90
2026
Q2 		$533K Sell
5,150
-22
-0.4% -$1.96K 0.28% 84
2026
Q1 		$371K Buy
+5,172
New +$398K 0.22% 93

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
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
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Dickmeyer Boyce Financial Management's CVS Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its CVS Health (CVS) stake by 0.85% in Q3 2026, selling an estimated $4.31K and leaving 5,106 shares worth $438K. The position accounts for 0.22% of the portfolio, ranked #90.

Dickmeyer Boyce Financial Management first reported a position in CVS in Q1 2026 and has held it in 3 quarters since. The position peaked at $533K in Q2 2026. 70 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 5,106 shares of CVS Health worth $438K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 44 CVS Health shares in Q3 2026, an estimated $4.31K.
  • CVS Health made up 0.22% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #90 holding.
  • Dickmeyer Boyce Financial Management first reported a position in CVS Health in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's CVS Health position peaked at $533K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.