Howard Financial Services
CVS icon

Howard Financial Services’s CVS Health CVS Stock Holding History

Howard Financial Services’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 		– Sell
-1,967
Closed -$203K – 237
2026
Q2 		$203K Buy
+1,967
New +$176K 0.02% 226

Other funds holding CVS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Howard Financial Services's CVS Position: Q3 2026 in Review

Howard Financial Services sold out of CVS Health (CVS) in Q3 2026, closing a stake of 1,967 shares — an estimated $203K sold.

Howard Financial Services first reported a position in CVS in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 1,129 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Howard Financial Services reported no remaining CVS Health position as of Q3 2026 after selling out during the quarter.
  • Howard Financial Services sold 1,967 CVS Health shares in Q3 2026, an estimated $203K.
  • Howard Financial Services first reported a position in CVS Health in Q2 2026 and held it in 1 quarter.
  • Howard Financial Services's CVS Health position peaked at $203K in Q2 2026.
  • 1,129 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.