HVIA
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Hudson Valley Investment Advisors’s CVS Health CVS Stock Holding History

Hudson Valley Investment 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
Q2 		$355K Sell
3,434
-12
-0.3% -$1.07K 0.04% 123
2026
Q1 		$248K Sell
3,446
-675
-16% -$52K 0.03% 136
2025
Q4 		$327K Sell
4,121
-3,338
-45% -$263K 0.04% 131
2025
Q3 		$562K Sell
7,459
-255
-3% -$17.5K 0.06% 119
2025
Q2 		$532K Sell
7,714
-667
-8% -$43.7K 0.06% 118
2025
Q1 		$568K Sell
8,381
-325
-4% -$19.4K 0.07% 113
2024
Q4 		$391K Sell
8,706
-2,243
-20% -$126K 0.04% 131
2024
Q3 		$688K Sell
10,949
-3,787
-26% -$221K 0.08% 110
2024
Q2 		$1.19M Buy
14,736
+1,725
+13% +$108K 0.15% 93
2024
Q1 		$1.04M Sell
13,011
-1,525
-10% -$116K 0.12% 96
2023
Q4 		$1.17M Sell
14,536
-1,238
-8% -$88.1K 0.16% 94
2023
Q3 		$1.1M Sell
15,774
-2,341
-13% -$166K 0.16% 97
2023
Q2 		$1.25M Sell
18,115
-750
-4% -$53.4K 0.17% 98
2023
Q1 		$1.4M Sell
18,865
-500
-3% -$41.9K 0.2% 99
2022
Q4 		$1.8M Buy
19,365
+453
+2% +$43.7K 0.27% 90
2022
Q3 		$1.8M Sell
18,912
-333
-2% -$33K 0.29% 87
2022
Q2 		$1.78M Sell
19,245
-100
-0.5% -$9.76K 0.28% 89
2022
Q1 		$1.96M Buy
19,345
+1,064
+6% +$112K 0.26% 85
2021
Q4 		$1.89M Sell
18,281
-145
-0.8% -$13.4K 0.29% 67
2021
Q3 		$1.56M Sell
18,426
-755
-4% -$63.2K 0.27% 76
2021
Q2 		$1.6M Sell
19,181
-2,050
-10% -$168K 0.28% 77
2021
Q1 		$1.6M Sell
21,231
-625
-3% -$45.5K 0.29% 76
2020
Q4 		$1.49M Sell
21,856
-500
-2% -$32.5K 0.28% 79
2020
Q3 		$1.31M Sell
22,356
-570
-2% -$35.5K 0.28% 79
2020
Q2 		$1.49M Sell
22,926
-200
-0.9% -$12.6K 0.35% 72
2020
Q1 		$1.37M Buy
23,126
+575
+3% +$38.4K 0.38% 67
2019
Q4 		$1.68M Sell
22,551
-15
-0.1% -$1.05K 0.36% 67
2019
Q3 		$1.42M Sell
22,566
-805
-3% -$47.7K 0.33% 72
2019
Q2 		$1.27M Sell
23,371
-1,290
-5% -$69.5K 0.3% 75
2019
Q1 		$1.33M Sell
24,661
-4,865
-16% -$300K 0.32% 75
2018
Q4 		$1.94M Sell
29,526
-7,420
-20% -$554K 0.45% 65
2018
Q3 		$2.91M Buy
36,946
+7,283
+25% +$521K 0.67% 42
2018
Q2 		$1.91M Sell
29,663
-1,655
-5% -$109K 0.47% 61
2018
Q1 		$1.95M Sell
31,318
-1,975
-6% -$142K 0.49% 60
2017
Q4 		$2.41M Sell
33,293
-2,490
-7% -$181K 0.6% 57
2017
Q3 		$2.91M Sell
35,783
-4,225
-11% -$334K 0.75% 46
2017
Q2 		$3.22M Sell
40,008
-6,468
-14% -$511K 0.89% 40
2017
Q1 		$3.65M Sell
46,476
-2,259
-5% -$180K 1.02% 32
2016
Q4 		$3.85M Sell
48,735
-16,499
-25% -$1.34M 1.13% 26
2016
Q3 		$5.8M Sell
65,234
-290
-0.4% -$27.4K 1.8% 14
2016
Q2 		$6.27M Sell
65,524
-1,404
-2% -$140K 2.01% 10
2016
Q1 		$6.94M Buy
66,928
+1,035
+2% +$101K 2.26% 9
2015
Q4 		$6.44M Buy
65,893
+1,155
+2% +$113K 2.01% 9
2015
Q3 		$6.25M Buy
64,738
+616
+1% +$64.8K 2.03% 9
2015
Q2 		$6.72M Sell
64,122
-1,355
-2% -$138K 2.1% 8
2015
Q1 		$6.76M Sell
65,477
-725
-1% -$73.4K 2.29% 8
2014
Q4 		$6.38M Sell
66,202
-2,119
-3% -$187K 2.61% 8
2014
Q3 		$5.44M Sell
68,321
-765
-1% -$60.3K 2.31% 10
2014
Q2 		$5.21M Sell
69,086
-4,730
-6% -$357K 2.27% 12
2014
Q1 		$5.53M Buy
73,816
+1,706
+2% +$121K 2.36% 10
2013
Q4 		$5.16M Buy
72,110
+3,300
+5% +$212K 2.27% 10
2013
Q3 		$3.9M Buy
68,810
+2,436
+4% +$145K 1.9% 22
2013
Q2 		$3.79M Buy
+66,374
New +$3.85M 1.82% 20

Other funds holding CVS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hudson Valley Investment Advisors's CVS Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its CVS Health (CVS) stake by 0.35% in Q2 2026, selling an estimated $1.07K and leaving 3,434 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #123.

Hudson Valley Investment Advisors first reported a position in CVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.94M in Q1 2016. 932 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Hudson Valley Investment Advisors held 3,434 shares of CVS Health worth $355K as of Q2 2026.
  • Hudson Valley Investment Advisors sold 12 CVS Health shares in Q2 2026, an estimated $1.07K.
  • CVS Health made up 0.04% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Hudson Valley Investment Advisors first reported a position in CVS Health in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's CVS Health position peaked at $6.94M in Q1 2016.
  • 932 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.