PCS
CVS icon

Private Client Services’s CVS Health CVS Stock Holding History

Private Client Services’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 		$306K Buy
+3,567
New +$349K 0.08% 169

Other funds holding CVS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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

Private Client Services's CVS Position: Q3 2026 in Review

Private Client Services opened a new position in CVS Health (CVS) in Q3 2026: 3,567 shares worth $306K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings.

154 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Private Client Services held 3,567 shares of CVS Health worth $306K as of Q3 2026.
  • CVS Health was a new Private Client Services position in Q3 2026.
  • CVS Health made up 0.08% of Private Client Services's portfolio in Q3 2026, its #169 holding.
  • 154 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.