Lyell Wealth Management
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Lyell Wealth Management’s CVS Health CVS Stock Holding History

Lyell Wealth Management’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 		$327K Buy
3,816
+304
+9% +$29.8K 0.02% 190
2026
Q2 		$363K Hold
3,512
– – 0.02% 183
2026
Q1 		$252K Hold
3,512
– – 0.02% 194
2025
Q4 		$279K Buy
3,512
+442
+14% +$34.8K 0.02% 190
2025
Q3 		$231K Hold
3,070
– – 0.02% 201
2025
Q2 		$212K Buy
+3,070
New +$201K 0.02% 210

Other funds holding CVS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Lyell Wealth Management's CVS Position: Q3 2026 in Review

Lyell Wealth Management increased its CVS Health (CVS) stake by 8.7% in Q3 2026, buying an estimated $29.8K and bringing the position to 3,816 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #190.

Lyell Wealth Management first reported a position in CVS in Q2 2025 and has held it in 6 quarters since. The position peaked at $363K in Q2 2026. 1,324 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Lyell Wealth Management held 3,816 shares of CVS Health worth $327K as of Q3 2026.
  • Lyell Wealth Management bought 304 CVS Health shares in Q3 2026, an estimated $29.8K.
  • CVS Health made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Lyell Wealth Management first reported a position in CVS Health in Q2 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's CVS Health position peaked at $363K in Q2 2026.
  • 1,324 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.