GHP Investment Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.66M | Buy |
74,011
+3,303
| +5% | +$295K | 0.28% | 117 |
|
|
2026
Q1 | $5.08M | Buy |
70,708
+4,556
| +7% | +$351K | 0.21% | 145 |
|
|
2025
Q4 | $5.25M | Buy |
66,152
+633
| +1% | +$49.9K | 0.22% | 145 |
|
|
2025
Q3 | $4.94M | Buy |
65,519
+2,208
| +3% | +$151K | 0.21% | 148 |
|
|
2025
Q2 | $4.37M | Buy |
63,311
+6,476
| +11% | +$425K | 0.19% | 157 |
|
|
2025
Q1 | $3.85M | Buy |
56,835
+2,677
| +5% | +$160K | 0.19% | 165 |
|
|
2024
Q4 | $2.43M | Sell |
54,158
-4,537
| -8% | -$255K | 0.11% | 209 |
|
|
2024
Q3 | $3.69M | Sell |
58,695
-6,519
| -10% | -$380K | 0.17% | 179 |
|
|
2024
Q2 | $3.85M | Sell |
65,214
-10,005
| -13% | -$626K | 0.19% | 165 |
|
|
2024
Q1 | $6M | Buy |
75,219
+515
| +0.7% | +$39.3K | 0.3% | 129 |
|
|
2023
Q4 | $5.9M | Sell |
74,704
-2,186
| -3% | -$156K | 0.32% | 113 |
|
|
2023
Q3 | $5.5M | Sell |
76,890
-1,423
| -2% | -$101K | 0.33% | 106 |
|
|
2023
Q2 | $5.86M | Buy |
78,313
+2,199
| +3% | +$156K | 0.34% | 103 |
|
|
2023
Q1 | $5.66M | Sell |
76,114
-492
| -0.6% | -$41.3K | 0.36% | 100 |
|
|
2022
Q4 | $7.14M | Sell |
76,606
-126
| -0.2% | -$12.2K | 0.48% | 65 |
|
|
2022
Q3 | $7.32M | Buy |
76,732
+3,363
| +5% | +$333K | 0.56% | 49 |
|
|
2022
Q2 | $6.8M | Buy |
73,369
+1,583
| +2% | +$154K | 0.51% | 58 |
|
|
2022
Q1 | $7.26M | Buy |
71,786
+3,297
| +5% | +$346K | 0.48% | 62 |
|
|
2021
Q4 | $7.07M | Buy |
68,489
+4,150
| +6% | +$383K | 0.5% | 68 |
|
|
2021
Q3 | $5.46M | Buy |
64,339
+3,247
| +5% | +$272K | 0.43% | 89 |
|
|
2021
Q2 | $5.1M | Buy |
61,092
+3,469
| +6% | +$284K | 0.41% | 91 |
|
|
2021
Q1 | $4.33M | Sell |
57,623
-688
| -1% | -$50.1K | 0.38% | 99 |
|
|
2020
Q4 | $3.98M | Buy |
58,311
+427
| +0.7% | +$27.8K | 0.38% | 95 |
|
|
2020
Q3 | $3.38M | Buy |
57,884
+3,547
| +7% | +$221K | 0.38% | 97 |
|
|
2020
Q2 | $3.53M | Buy |
54,337
+4,061
| +8% | +$256K | 0.44% | 82 |
|
|
2020
Q1 | $2.98M | Buy |
50,276
+3,890
| +8% | +$260K | 0.45% | 82 |
|
|
2019
Q4 | $3.45M | Buy |
46,386
+2,603
| +6% | +$183K | 0.37% | 87 |
|
|
2019
Q3 | $2.76M | Buy |
43,783
+3,793
| +9% | +$225K | 0.34% | 95 |
|
|
2019
Q2 | $2.18M | Buy |
39,990
+3,456
| +9% | +$186K | 0.27% | 124 |
|
|
2019
Q1 | $1.97M | Buy |
36,534
+9,221
| +34% | +$569K | 0.25% | 130 |
|
|
2018
Q4 | $1.79M | Buy |
27,313
+10,170
| +59% | +$759K | 0.27% | 128 |
|
|
2018
Q3 | $1.35M | Buy |
17,143
+3,193
| +23% | +$228K | 0.18% | 154 |
|
|
2018
Q2 | $898K | Buy |
+13,950
| New | +$919K | 0.13% | 184 |
|
|
2016
Q2 | – | Sell |
-2,053
| Closed | -$213K | – | 280 |
|
|
2016
Q1 | $213K | Buy |
+2,053
| New | +$200K | 0.05% | 270 |
|
|
2015
Q3 | – | Sell |
-1,950
| Closed | -$215K | – | 277 |
|
|
2015
Q2 | $215K | Buy |
1,950
+1
| +0.1% | +$102 | 0.05% | 266 |
|
|
2015
Q1 | $201K | Sell |
1,949
-209
| -10% | -$21.1K | 0.05% | 262 |
|
|
2014
Q4 | $208K | Buy |
+2,158
| New | +$190K | 0.06% | 256 |
|
Other funds holding CVS
CF
HCM
GHP Investment Advisors's CVS Position: Q2 2026 in Review
GHP Investment Advisors increased its CVS Health (CVS) stake by 4.7% in Q2 2026, buying an estimated $295K and bringing the position to 74,011 shares worth $7.66M. The position accounts for 0.28% of the portfolio, ranked #117.
GHP Investment Advisors first reported a position in CVS in Q4 2014 and has held it in 37 quarters since. 854 funds tracked by Wall St. Rank hold CVS as of Q2 2026.
- GHP Investment Advisors held 74,011 shares of CVS Health worth $7.66M as of Q2 2026.
- GHP Investment Advisors bought 3,303 CVS Health shares in Q2 2026, an estimated $295K.
- CVS Health made up 0.28% of GHP Investment Advisors's portfolio in Q2 2026, its #117 holding.
- GHP Investment Advisors first reported a position in CVS Health in Q4 2014 and has held it in 37 quarters since.
- 854 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.
Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.