Johnson Investment Counsel’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
$2.47M Sell
23,851
-777
-3% -$69.4K 0.02% 291
2026
Q1
$1.77M Sell
24,628
-65
-0.3% -$5.01K 0.01% 344
2025
Q4
$1.96M Buy
24,693
+2,078
+9% +$164K 0.02% 313
2025
Q3
$1.07M Buy
22,615
+224
+1% +$15.4K 0.01% 410
2025
Q2
$1.54M Sell
22,391
-1,180
-5% -$77.4K 0.01% 346
2025
Q1
$1.6M Sell
23,571
-1,046
-4% -$62.6K 0.02% 328
2024
Q4
$1.11M Sell
24,617
-8,307
-25% -$466K 0.01% 378
2024
Q3
$2.07M Sell
32,924
-17,449
-35% -$1.02M 0.02% 281
2024
Q2
$2.98M Sell
50,373
-2,407
-5% -$151K 0.03% 212
2024
Q1
$4.21M Sell
52,780
-119
-0.2% -$9.09K 0.05% 170
2023
Q4
$4.18M Sell
52,899
-6,457
-11% -$460K 0.05% 166
2023
Q3
$4.14M Sell
59,356
-965
-2% -$68.4K 0.05% 161
2023
Q2
$4.17M Sell
60,321
-4,624
-7% -$329K 0.05% 161
2023
Q1
$4.83M Sell
64,945
-3,611
-5% -$303K 0.06% 146
2022
Q4
$6.39M Sell
68,556
-8,376
-11% -$808K 0.09% 126
2022
Q3
$7.34M Sell
76,932
-4,465
-5% -$442K 0.11% 113
2022
Q2
$7.54M Sell
81,397
-7,556
-8% -$737K 0.11% 117
2022
Q1
$9M Sell
88,953
-12,387
-12% -$1.3M 0.11% 112
2021
Q4
$10.5M Sell
101,340
-17,774
-15% -$1.64M 0.13% 105
2021
Q3
$10.1M Sell
119,114
-332,762
-74% -$27.9M 0.14% 102
2021
Q2
$37.7M Sell
451,876
-8,664
-2% -$710K 0.52% 59
2021
Q1
$34.6M Buy
460,540
+6,755
+1% +$492K 0.52% 60
2020
Q4
$31M Sell
453,785
-6,239
-1% -$406K 0.52% 58
2020
Q3
$26.9M Sell
460,024
-1,915
-0.4% -$119K 0.5% 57
2020
Q2
$30M Sell
461,939
-1,078
-0.2% -$67.9K 0.61% 51
2020
Q1
$27.5M Buy
463,017
+6,383
+1% +$426K 0.61% 47
2019
Q4
$33.9M Sell
456,634
-6,244
-1% -$438K 0.64% 50
2019
Q3
$29.2M Sell
462,878
-6,288
-1% -$373K 0.58% 54
2019
Q2
$25.6M Buy
469,166
+14,222
+3% +$766K 0.53% 51
2019
Q1
$24.5M Buy
454,944
+22,864
+5% +$1.41M 0.52% 56
2018
Q4
$28.3M Sell
432,080
-21,019
-5% -$1.57M 0.69% 42
2018
Q3
$35.7M Sell
453,099
-9,047
-2% -$647K 0.79% 38
2018
Q2
$29.7M Buy
462,146
+15,216
+3% +$1M 0.73% 41
2018
Q1
$27.8M Buy
446,930
+15,847
+4% +$1.14M 0.71% 44
2017
Q4
$31.3M Sell
431,083
-87,723
-17% -$6.38M 0.78% 43
2017
Q3
$42.2M Sell
518,806
-5,167
-1% -$409K 1.12% 20
2017
Q2
$42.2M Buy
523,973
+14,449
+3% +$1.14M 1.17% 20
2017
Q1
$40M Buy
509,524
+64,970
+15% +$5.19M 1.16% 17
2016
Q4
$35.1M Sell
444,554
-133,550
-23% -$10.8M 1.08% 22
2016
Q3
$51.4M Buy
578,104
+27,933
+5% +$2.64M 1.65% 6
2016
Q2
$52.7M Buy
550,171
+100,136
+22% +$9.98M 1.73% 6
2016
Q1
$46.7M Buy
450,035
+55,468
+14% +$5.39M 1.63% 8
2015
Q4
$38.6M Buy
394,567
+128,150
+48% +$12.6M 1.35% 11
2015
Q3
$25.7M Buy
266,417
+158,668
+147% +$16.7M 0.94% 38
2015
Q2
$11.3M Buy
107,749
+2,201
+2% +$225K 0.38% 65
2015
Q1
$10.9M Sell
105,548
-1,552
-1% -$157K 0.37% 67
2014
Q4
$10.3M Sell
107,100
-4,371
-4% -$385K 0.34% 72
2014
Q3
$8.87M Sell
111,471
-1,696
-1% -$134K 0.3% 74
2014
Q2
$8.53M Sell
113,167
-2,630
-2% -$199K 0.3% 67
2014
Q1
$8.67M Sell
115,797
-7,038
-6% -$497K 0.32% 67
2013
Q4
$8.79M Buy
122,835
+13,188
+12% +$847K 0.32% 66
2013
Q3
$6.22M Sell
109,647
-810
-0.7% -$48.3K 0.25% 75
2013
Q2
$6.32M Buy
+110,457
New +$6.4M 0.26% 71

Other funds holding CVS

Johnson Investment Counsel's CVS Position: Q2 2026 in Review

Johnson Investment Counsel reduced its CVS Health (CVS) stake by 3.2% in Q2 2026, selling an estimated $69.4K and leaving 23,851 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #291.

Johnson Investment Counsel first reported a position in CVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.7M in Q2 2016. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Johnson Investment Counsel held 23,851 shares of CVS Health worth $2.47M as of Q2 2026.
  • Johnson Investment Counsel sold 777 CVS Health shares in Q2 2026, an estimated $69.4K.
  • CVS Health made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #291 holding.
  • Johnson Investment Counsel first reported a position in CVS Health in Q2 2013 and has held it in 53 quarters since.
  • Johnson Investment Counsel's CVS Health position peaked at $52.7M in Q2 2016.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.