Third View Private Wealth
CVS icon

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
Q3 		$3.08M Sell
35,977
-1,598
-4% -$156K 0.36% 69
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Third View Private Wealth's CVS Position: Q3 2026 in Review

Third View Private Wealth reduced its CVS Health (CVS) stake by 4.3% in Q3 2026, selling an estimated $156K and leaving 35,977 shares worth $3.08M. The position accounts for 0.36% of the portfolio, ranked #69.

Third View Private Wealth first reported a position in CVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.89M in Q2 2026. 1,129 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Third View Private Wealth held 35,977 shares of CVS Health worth $3.08M as of Q3 2026.
  • Third View Private Wealth sold 1,598 CVS Health shares in Q3 2026, an estimated $156K.
  • CVS Health made up 0.36% of Third View Private Wealth's portfolio in Q3 2026, its #69 holding.
  • Third View Private Wealth first reported a position in CVS Health in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's CVS Health position peaked at $3.89M in Q2 2026.
  • 1,129 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.