SEI Investments’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
Q2
$122M Sell
1,177,479
-205,668
-15% -$18.4M 0.11% 196
2026
Q1
$99.3M Buy
1,383,147
+336,387
+32% +$25.9M 0.09% 229
2025
Q4
$83.1M Sell
1,046,760
-32,302
-3% -$2.55M 0.08% 252
2025
Q3
$81.3M Buy
1,079,062
+173,347
+19% +$11.9M 0.09% 223
2025
Q2
$62.5M Buy
905,715
+168,537
+23% +$11.1M 0.07% 291
2025
Q1
$49.9M Buy
737,178
+21,324
+3% +$1.28M 0.06% 335
2024
Q4
$32.1M Sell
715,854
-230,350
-24% -$12.9M 0.04% 455
2024
Q3
$59.5M Buy
946,204
+24,192
+3% +$1.41M 0.08% 278
2024
Q2
$54.5M Sell
922,012
-120,704
-12% -$7.55M 0.08% 275
2024
Q1
$83.2M Buy
1,042,716
+112,091
+12% +$8.56M 0.12% 174
2023
Q4
$73.5M Sell
930,625
-32,396
-3% -$2.31M 0.12% 172
2023
Q3
$67.2M Buy
963,021
+43,068
+5% +$3.05M 0.12% 151
2023
Q2
$63.6M Sell
919,953
-28,843
-3% -$2.05M 0.11% 171
2023
Q1
$70.5M Buy
948,796
+67,111
+8% +$5.63M 0.13% 141
2022
Q4
$82.2M Sell
881,685
-93,427
-10% -$9.02M 0.18% 97
2022
Q3
$93M Buy
975,112
+13,581
+1% +$1.34M 0.21% 79
2022
Q2
$89M Buy
961,531
+73,098
+8% +$7.13M 0.19% 88
2022
Q1
$90M Sell
888,433
-36,395
-4% -$3.82M 0.18% 95
2021
Q4
$95.5M Buy
924,828
+69,494
+8% +$6.42M 0.18% 101
2021
Q3
$72.6M Sell
855,334
-4,440
-0.5% -$372K 0.15% 128
2021
Q2
$71.9M Buy
859,774
+47,266
+6% +$3.87M 0.16% 118
2021
Q1
$59.1M Sell
812,508
-22,669
-3% -$1.65M 0.15% 123
2020
Q4
$57M Buy
835,177
+211,282
+34% +$13.7M 0.15% 125
2020
Q3
$36.5M Sell
623,895
-49,517
-7% -$3.08M 0.11% 170
2020
Q2
$43.7M Buy
673,412
+48,967
+8% +$3.08M 0.14% 134
2020
Q1
$37.1M Buy
624,445
+29,979
+5% +$2M 0.14% 136
2019
Q4
$44.3M Sell
594,466
-272,800
-31% -$19.2M 0.13% 142
2019
Q3
$54.7M Buy
867,266
+277,804
+47% +$16.5M 0.14% 122
2019
Q2
$32.1M Sell
589,462
-260,915
-31% -$14.1M 0.1% 187
2019
Q1
$45.8M Buy
850,377
+27,097
+3% +$1.67M 0.15% 120
2018
Q4
$58.8M Buy
823,280
+413,541
+101% +$30.9M 0.21% 85
2018
Q3
$32.3M Buy
409,739
+24,974
+6% +$1.79M 0.12% 166
2018
Q2
$24.8M Buy
384,765
+11,845
+3% +$781K 0.08% 238
2018
Q1
$23.2M Sell
372,920
-48,458
-11% -$3.48M 0.09% 231
2017
Q4
$30.6M Sell
421,378
-85,947
-17% -$6.25M 0.11% 189
2017
Q3
$41.3M Buy
507,325
+100,472
+25% +$7.95M 0.15% 139
2017
Q2
$32.7M Buy
406,853
+30,178
+8% +$2.38M 0.13% 163
2017
Q1
$29.6M Sell
376,675
-102,285
-21% -$8.17M 0.13% 174
2016
Q4
$37.8M Sell
478,960
-79,651
-14% -$6.44M 0.18% 127
2016
Q3
$49.7M Buy
558,611
+126,343
+29% +$11.9M 0.25% 80
2016
Q2
$41.4M Sell
432,268
-143,948
-25% -$14.3M 0.25% 89
2016
Q1
$59.8M Sell
576,216
-30,341
-5% -$2.95M 0.37% 46
2015
Q4
$59.3M Buy
606,557
+2,445
+0.4% +$239K 0.36% 44
2015
Q3
$58.3M Buy
604,112
+76,539
+15% +$8.05M 0.54% 26
2015
Q2
$55.3M Buy
527,573
+13,845
+3% +$1.41M 0.5% 30
2015
Q1
$53M Buy
513,728
+77,351
+18% +$7.83M 0.46% 35
2014
Q4
$42M Buy
+436,377
New +$38.4M 0.37% 51

Other funds holding CVS

SEI Investments's CVS Position: Q2 2026 in Review

SEI Investments reduced its CVS Health (CVS) stake by 15% in Q2 2026, selling an estimated $18.4M and leaving 1,177,479 shares worth $122M. The position accounts for 0.11% of the portfolio, ranked #196.

SEI Investments first reported a position in CVS in Q4 2014 and has held it in 47 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • SEI Investments held 1,177,479 shares of CVS Health worth $122M as of Q2 2026.
  • SEI Investments sold 205,668 CVS Health shares in Q2 2026, an estimated $18.4M.
  • CVS Health made up 0.11% of SEI Investments's portfolio in Q2 2026, its #196 holding.
  • SEI Investments first reported a position in CVS Health in Q4 2014 and has held it in 47 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.