Mount Yale Investment Advisors’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 | $1.32M | Buy |
18,362
+590
| +3% | +$45.5K | 0.03% | 461 |
|
|
2025
Q4 | $1.41M | Buy |
17,772
+224
| +1% | +$17.7K | 0.07% | 249 |
|
|
2025
Q3 | $1.32M | Buy |
17,548
+16,770
| +2,156% | +$1.15M | 0.09% | 229 |
|
|
2025
Q2 | $53.7K | Buy |
+778
| New | +$51K | ﹤0.01% | 798 |
|
|
2025
Q1 | – | Sell |
-5,915
| Closed | -$266K | – | 546 |
|
|
2024
Q4 | $266K | Sell |
5,915
-87,663
| -94% | -$4.92M | 0.02% | 468 |
|
|
2024
Q3 | $5.88M | Sell |
93,578
-11,730
| -11% | -$684K | 0.56% | 30 |
|
|
2024
Q2 | $6.22M | Sell |
105,308
-3,730
| -3% | -$233K | 0.49% | 30 |
|
|
2024
Q1 | $8.7M | Buy |
109,038
+24,598
| +29% | +$1.88M | 0.67% | 17 |
|
|
2023
Q4 | $6.67M | Sell |
84,440
-32,115
| -28% | -$2.29M | 0.63% | 20 |
|
|
2023
Q3 | $8.14M | Sell |
116,555
-3,603
| -3% | -$255K | 0.88% | 11 |
|
|
2023
Q2 | $8.31M | Buy |
120,158
+17,187
| +17% | +$1.22M | 0.88% | 11 |
|
|
2023
Q1 | $7.65M | Buy |
102,971
+839
| +0.8% | +$70.4K | 0.86% | 11 |
|
|
2022
Q4 | $9.52M | Buy |
102,132
+2,628
| +3% | +$254K | 1.08% | 7 |
|
|
2022
Q3 | $9.49M | Sell |
99,504
-6,595
| -6% | -$653K | 1.26% | 5 |
|
|
2022
Q2 | $9.83M | Buy |
106,099
+4,289
| +4% | +$419K | 1.24% | 6 |
|
|
2022
Q1 | $10.3M | Sell |
101,810
-8,897
| -8% | -$935K | 1.12% | 8 |
|
|
2021
Q4 | $11.4M | Sell |
110,707
-25
| -0% | -$2.31K | 1.19% | 7 |
|
|
2021
Q3 | $9.4M | Buy |
110,732
+7,228
| +7% | +$605K | 1.08% | 8 |
|
|
2021
Q2 | $8.64M | Buy |
103,504
+827
| +0.8% | +$67.7K | 1.04% | 11 |
|
|
2021
Q1 | $7.72M | Buy |
102,677
+1,197
| +1% | +$87.2K | 1.01% | 13 |
|
|
2020
Q4 | $6.93M | Sell |
101,480
-34
| -0% | -$2.21K | 0.97% | 11 |
|
|
2020
Q3 | $5.93M | Sell |
101,514
-19,417
| -16% | -$1.21M | 0.84% | 15 |
|
|
2020
Q2 | $7.86M | Sell |
120,931
-27,531
| -19% | -$1.73M | 1.41% | 6 |
|
|
2020
Q1 | $8.81M | Sell |
148,462
-1,399
| -0.9% | -$93.4K | 1.99% | 5 |
|
|
2019
Q4 | $10.2M | Buy |
149,861
+1,954
| +1% | +$137K | 1.77% | 6 |
|
|
2019
Q3 | $10.7M | Sell |
147,907
-31,035
| -17% | -$1.84M | 1.91% | 3 |
|
|
2019
Q2 | $10.4M | Buy |
178,942
+31,554
| +21% | +$1.7M | 1.92% | 3 |
|
|
2019
Q1 | $7.95M | Buy |
147,388
+1,244
| +0.9% | +$76.8K | 1.49% | 14 |
|
|
2018
Q4 | $9.51M | Buy |
146,144
+1,549
| +1% | +$116K | 1.93% | 3 |
|
|
2018
Q3 | $11.4M | Buy |
144,595
+6,635
| +5% | +$474K | 1.99% | 2 |
|
|
2018
Q2 | $8.88M | Buy |
137,960
+9,546
| +7% | +$629K | 1.68% | 5 |
|
|
2018
Q1 | $7.99M | Buy |
+128,414
| New | +$9.21M | 1.71% | 4 |
|
Other funds holding CVS
VCM
VPM
Mount Yale Investment Advisors's CVS Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its CVS Health (CVS) stake by 3.3% in Q1 2026, buying an estimated $45.5K and bringing the position to 18,362 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #461.
Mount Yale Investment Advisors first reported a position in CVS in Q1 2018 and has held it in 32 quarters since. The position peaked at $11.4M in Q4 2021. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.
- Mount Yale Investment Advisors held 18,362 shares of CVS Health worth $1.32M as of Q1 2026.
- Mount Yale Investment Advisors bought 590 CVS Health shares in Q1 2026, an estimated $45.5K.
- CVS Health made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #461 holding.
- Mount Yale Investment Advisors first reported a position in CVS Health in Q1 2018 and has held it in 32 quarters since.
- Mount Yale Investment Advisors's CVS Health position peaked at $11.4M in Q4 2021.
- 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.