SFG
CVS icon

Seamount Financial Group’s CVS Health CVS Stock Holding History

Seamount Financial Group’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 		– Sell
-2,600
Closed -$206K – 136
2025
Q4 		$206K Sell
2,600
-500
-16% -$39.4K 0.09% 131
2025
Q3 		$234K Buy
+3,100
New +$212K 0.11% 121

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Seamount Financial Group's CVS Position: Q1 2026 in Review

Seamount Financial Group sold out of CVS Health (CVS) in Q1 2026, closing a stake of 2,600 shares — an estimated $206K sold.

Seamount Financial Group first reported a position in CVS in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Seamount Financial Group reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Seamount Financial Group sold 2,600 CVS Health shares in Q1 2026, an estimated $206K.
  • Seamount Financial Group first reported a position in CVS Health in Q3 2025 and held it in 2 quarters.
  • Seamount Financial Group's CVS Health position peaked at $234K in Q3 2025.
  • 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Seamount Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.