Evelyn Partners
CVS icon

Evelyn Partners’s CVS Health CVS Stock Holding History

Evelyn Partners’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 		$154K Hold
1,800
– – ﹤0.01% 327
2026
Q2 		$186K Buy
+1,800
New +$161K ﹤0.01% 276

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Capital Research Global Investors
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Evelyn Partners's CVS Position: Q3 2026 in Review

Evelyn Partners held its CVS Health (CVS) position steady in Q3 2026 at 1,800 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Evelyn Partners first reported a position in CVS in Q2 2026 and has held it in 2 quarters since. The position peaked at $186K in Q2 2026. 1,724 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Evelyn Partners held 1,800 shares of CVS Health worth $154K as of Q3 2026.
  • Evelyn Partners left its CVS Health share count unchanged in Q3 2026.
  • CVS Health made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #327 holding.
  • Evelyn Partners first reported a position in CVS Health in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's CVS Health position peaked at $186K in Q2 2026.
  • 1,724 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.