GA
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GoalVest Advisory’s CVS Health CVS Stock Holding History

GoalVest Advisory’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 		$50.6K Buy
591
+122
+26% +$11.9K 0.01% 225
2026
Q2 		$48.5K Buy
469
+61
+15% +$5.45K 0.01% 214
2026
Q1 		$29.3K Hold
408
– – 0.01% 284
2025
Q4 		$32.4K Buy
+408
New +$32.2K 0.01% 286
2025
Q2 		– Sell
-6
Closed -$407 – 405
2025
Q1 		$407 Sell
6
-171
-97% -$10.2K ﹤0.01% 380
2024
Q4 		$7.95K Buy
+177
New +$9.93K ﹤0.01% 292
2024
Q1 		– Sell
-48
Closed -$3.79K – 424
2023
Q4 		$3.79K Buy
48
+40
+500% +$2.85K ﹤0.01% 300
2023
Q3 		$559 Buy
+8
New +$567 ﹤0.01% 455
2022
Q2 		– Sell
-16
Closed -$2K – 355
2022
Q1 		$2K Buy
+16
New +$1.68K ﹤0.01% 287

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

GoalVest Advisory's CVS Position: Q3 2026 in Review

GoalVest Advisory increased its CVS Health (CVS) stake by 26% in Q3 2026, buying an estimated $11.9K and bringing the position to 591 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #225.

GoalVest Advisory first reported a position in CVS in Q1 2022 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • GoalVest Advisory held 591 shares of CVS Health worth $50.6K as of Q3 2026.
  • GoalVest Advisory bought 122 CVS Health shares in Q3 2026, an estimated $11.9K.
  • CVS Health made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #225 holding.
  • GoalVest Advisory first reported a position in CVS Health in Q1 2022 and has held it in 9 quarters since.
  • 70 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.