Lido Advisors’s CVS Health CVS Stock Holding History

Lido 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 Q1	$101K	Buy	+1,400	New	+$108K	﹤0.01%	1856
2025 Q2	–	Sell	-2,000	Closed	-$136K	–	1675
2025 Q1	$136K	Hold	2,000	–	–	﹤0.01%	1427
2024 Q4	$89.8K	Sell	2,000 -3,000	-60%	-$168K	﹤0.01%	1453
2024 Q3	$314K	Hold	5,000	–	–	﹤0.01%	1150
2024 Q2	$295K	Buy	5,000 +2,000	+67%	+$125K	﹤0.01%	1134
2024 Q1	$239K	Buy	+3,000	New	+$229K	﹤0.01%	1196
2023 Q1	–	Sell	-3,000	Closed	-$280K	–	1166
2022 Q4	$280K	Hold	3,000	–	–	﹤0.01%	808
2022 Q3	$286K	Hold	3,000	–	–	﹤0.01%	766
2022 Q2	$277K	Buy	+3,000	New	+$293K	﹤0.01%	773

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors's CVS Position: Q1 2026 in Review

Lido Advisors increased its CVS Health (CVS) stake by 4.7% in Q1 2026, buying an estimated $188K and bringing the position to 53,876 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #519.

Lido Advisors first reported a position in CVS in Q1 2016 and has held it in 40 quarters since. The position peaked at $7.71M in Q4 2022. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Lido Advisors held 53,876 shares of CVS Health worth $3.87M as of Q1 2026.
Lido Advisors bought 2,443 CVS Health shares in Q1 2026, an estimated $188K.
CVS Health made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #519 holding.
Lido Advisors first reported a position in CVS Health in Q1 2016 and has held it in 40 quarters since.
Lido Advisors's CVS Health position peaked at $7.71M in Q4 2022.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.