Shade Tree Advisors’s CVS Health CVS Stock Holding History

Shade Tree Advisors’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	$257K	Buy	+3,000	New	+$294K	0.14%	55

Other funds holding CVS

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Shade Tree Advisors's CVS Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in CVS Health (CVS) in Q3 2026: 3,000 shares worth $257K. The stake represents 0.14% of the portfolio and ranks #55 among its holdings.

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

Shade Tree Advisors held 3,000 shares of CVS Health worth $257K as of Q3 2026.
CVS Health was a new Shade Tree Advisors position in Q3 2026.
CVS Health made up 0.14% of Shade Tree Advisors's portfolio in Q3 2026, its #55 holding.
808 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.