Frank Rimerman Advisors’s CVS Health CVS Stock Holding History

Frank Rimerman Advisors’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 Q1	$760K	Sell	10,588 -3,978	-27%	-$306K	0.05%	297
2025 Q4	$1.16M	Buy	14,566 +4,089	+39%	+$322K	0.07%	207
2025 Q3	$790K	Sell	10,477 -24	-0.2%	-$1.65K	0.05%	265
2025 Q2	$724K	Sell	10,501 -2,988	-22%	-$196K	0.05%	277
2025 Q1	$914K	Buy	13,489 +1,702	+14%	+$102K	0.07%	209
2024 Q4	$529K	Buy	11,787 +4,571	+63%	+$256K	0.04%	296
2024 Q3	$454K	Sell	7,216 -2,108	-23%	-$123K	0.03%	346
2024 Q2	$551K	Buy	9,324 +9,225	+9,318%	+$577K	0.04%	320
2024 Q1	$7.9K	Hold	99	–	–	﹤0.01%	185
2023 Q4	$7.82K	Buy	+99	New	+$7.05K	﹤0.01%	178

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Frank Rimerman Advisors's CVS Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its CVS Health (CVS) stake by 27% in Q1 2026, selling an estimated $306K and leaving 10,588 shares worth $760K. The position accounts for 0.05% of the portfolio, ranked #297.

Frank Rimerman Advisors first reported a position in CVS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Frank Rimerman Advisors held 10,588 shares of CVS Health worth $760K as of Q1 2026.
Frank Rimerman Advisors sold 3,978 CVS Health shares in Q1 2026, an estimated $306K.
CVS Health made up 0.05% of Frank Rimerman Advisors's portfolio in Q1 2026, its #297 holding.
Frank Rimerman Advisors first reported a position in CVS Health in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's CVS Health position peaked at $1.16M in Q4 2025.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.