Thrive Wealth Management
CVS icon

Thrive Wealth Management’s CVS Health CVS Stock Holding History

Thrive Wealth Management’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 		$215K Sell
2,506
-21
-0.8% -$2.06K 0.03% 245
2026
Q2 		$261K Buy
+2,527
New +$226K 0.03% 215
2026
Q1 		– Sell
-2,673
Closed -$212K – 242
2025
Q4 		$212K Buy
+2,673
New +$211K 0.03% 223

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Robeco Institutional Asset Management
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Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Thrive Wealth Management's CVS Position: Q3 2026 in Review

Thrive Wealth Management reduced its CVS Health (CVS) stake by 0.83% in Q3 2026, selling an estimated $2.06K and leaving 2,506 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #245.

Thrive Wealth Management first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $261K in Q2 2026. 557 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Thrive Wealth Management held 2,506 shares of CVS Health worth $215K as of Q3 2026.
  • Thrive Wealth Management sold 21 CVS Health shares in Q3 2026, an estimated $2.06K.
  • CVS Health made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #245 holding.
  • Thrive Wealth Management first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • Thrive Wealth Management's CVS Health position peaked at $261K in Q2 2026.
  • 557 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.