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Third View Private Wealth’s CVS Health CVS Stock Holding History

Third View Private 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
Q2 		$3.89M Sell
37,575
-1,208
-3% -$108K 0.48% 44
2026
Q1 		$2.79M Buy
38,783
+3,888
+11% +$300K 0.38% 70
2025
Q4 		$2.77M Buy
+34,895
New +$2.75M 0.37% 68

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Third View Private Wealth's CVS Position: Q2 2026 in Review

Third View Private Wealth reduced its CVS Health (CVS) stake by 3.1% in Q2 2026, selling an estimated $108K and leaving 37,575 shares worth $3.89M. The position accounts for 0.48% of the portfolio, ranked #44.

Third View Private Wealth first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 1,271 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Third View Private Wealth held 37,575 shares of CVS Health worth $3.89M as of Q2 2026.
  • Third View Private Wealth sold 1,208 CVS Health shares in Q2 2026, an estimated $108K.
  • CVS Health made up 0.48% of Third View Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Third View Private Wealth first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 1,271 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.