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Olistico Wealth’s CVS Health CVS Stock Holding History

Olistico Wealth’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 		$24.9K Hold
290
– – 0.01% 207
2026
Q2 		$30K Hold
290
– – 0.01% 190
2026
Q1 		$20.8K Hold
290
– – 0.01% 215
2025
Q4 		$23K Buy
+290
New +$22.9K 0.01% 208
2025
Q3 		– Sell
-290
Closed -$20K – 150
2025
Q2 		$20K Hold
290
– – 0.01% 227
2025
Q1 		$19.6K Buy
+290
New +$17.4K 0.01% 213

Other funds holding CVS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth's CVS Position: Q3 2026 in Review

Olistico Wealth held its CVS Health (CVS) position steady in Q3 2026 at 290 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #207.

Olistico Wealth first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $30K in Q2 2026. 93 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Olistico Wealth held 290 shares of CVS Health worth $24.9K as of Q3 2026.
  • Olistico Wealth left its CVS Health share count unchanged in Q3 2026.
  • CVS Health made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #207 holding.
  • Olistico Wealth first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • Olistico Wealth's CVS Health position peaked at $30K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.