Kendall Capital Management’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
Q1
$263K Buy
3,655
+75
+2% +$5.78K 0.05% 201
2025
Q4
$284K Hold
3,580
0.06% 196
2025
Q3
$270K Hold
3,580
0.06% 206
2025
Q2
$247K Hold
3,580
0.07% 200
2025
Q1
$243K Sell
3,580
-1,100
-24% -$65.8K 0.07% 197
2024
Q4
$210K Sell
4,680
-5,163
-52% -$290K 0.06% 206
2024
Q3
$619K Sell
9,843
-2,247
-19% -$131K 0.19% 134
2024
Q2
$714K Buy
12,090
+11
+0.1% +$688 0.24% 114
2024
Q1
$963K Sell
12,079
-471
-4% -$36K 0.33% 89
2023
Q4
$991K Sell
12,550
-395
-3% -$28.1K 0.38% 82
2023
Q3
$904K Sell
12,945
-100
-0.8% -$7.09K 0.4% 78
2023
Q2
$902K Sell
13,045
-554
-4% -$39.4K 0.4% 82
2023
Q1
$1.01M Buy
13,599
+24
+0.2% +$2.01K 0.49% 65
2022
Q4
$1.26M Sell
13,575
-25
-0.2% -$2.41K 0.64% 49
2022
Q3
$1.3M Buy
13,600
+98
+0.7% +$9.7K 0.75% 40
2022
Q2
$1.25M Sell
13,502
-460
-3% -$44.9K 0.69% 44
2022
Q1
$1.41M Sell
13,962
-15
-0.1% -$1.58K 0.68% 42
2021
Q4
$1.44M Buy
13,977
+125
+0.9% +$11.6K 0.68% 42
2021
Q3
$1.18M Buy
13,852
+495
+4% +$41.5K 0.64% 55
2021
Q2
$1.11M Buy
13,357
+432
+3% +$35.4K 0.63% 51
2021
Q1
$972K Buy
12,925
+15
+0.1% +$1.09K 0.6% 55
2020
Q4
$882K Buy
12,910
+270
+2% +$17.6K 0.64% 51
2020
Q3
$738K Sell
12,640
-570
-4% -$35.5K 0.64% 55
2020
Q2
$858K Buy
13,210
+405
+3% +$25.5K 0.82% 47
2020
Q1
$760K Sell
12,805
-2,265
-15% -$151K 0.86% 46
2019
Q4
$1.12M Sell
15,070
-1,620
-10% -$114K 0.88% 44
2019
Q3
$1.05M Sell
16,690
-3,180
-16% -$188K 0.93% 39
2019
Q2
$1.08M Sell
19,870
-6,300
-24% -$339K 0.98% 37
2019
Q1
$1.41M Sell
26,170
-190
-0.7% -$11.7K 1.34% 22
2018
Q4
$1.73M Buy
26,360
+753
+3% +$56.2K 1.79% 11
2018
Q3
$2.02M Buy
25,607
+1,682
+7% +$120K 1.72% 12
2018
Q2
$1.54M Buy
23,925
+1,335
+6% +$88K 1.36% 17
2018
Q1
$1.41M Buy
22,590
+2,040
+10% +$146K 1.22% 20
2017
Q4
$1.49M Buy
+20,550
New +$1.49M 1.32% 18

Other funds holding CVS

Kendall Capital Management's CVS Position: Q1 2026 in Review

Kendall Capital Management increased its CVS Health (CVS) stake by 2.1% in Q1 2026, buying an estimated $5.78K and bringing the position to 3,655 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #201.

Kendall Capital Management first reported a position in CVS in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.02M in Q3 2018. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Kendall Capital Management held 3,655 shares of CVS Health worth $263K as of Q1 2026.
  • Kendall Capital Management bought 75 CVS Health shares in Q1 2026, an estimated $5.78K.
  • CVS Health made up 0.05% of Kendall Capital Management's portfolio in Q1 2026, its #201 holding.
  • Kendall Capital Management first reported a position in CVS Health in Q4 2017 and has held it in 34 quarters since.
  • Kendall Capital Management's CVS Health position peaked at $2.02M in Q3 2018.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.