Tidemark’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
Q3
$2.4K Buy
28
+22
+367% +$2.15K ﹤0.01% 709
2026
Q2
$621 Buy
+6
New +$536 ﹤0.01% 790
2024
Q4
– Sell
-125
Closed -$7.86K – 636
2024
Q3
$7.86K Hold
125
– – ﹤0.01% 450
2024
Q2
$7.38K Hold
125
– – ﹤0.01% 438
2024
Q1
$10K Hold
125
– – 0.01% 445
2023
Q4
$9.9K Buy
+125
New +$8.9K 0.01% 424

Other funds holding CVS

Tidemark's CVS Position: Q3 2026 in Review

Tidemark increased its CVS Health (CVS) stake by 367% in Q3 2026, buying an estimated $2.15K and bringing the position to 28 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Tidemark first reported a position in CVS in Q4 2023 and has held it in 6 quarters since. The position peaked at $10K in Q1 2024. 1,724 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Tidemark held 28 shares of CVS Health worth $2.4K as of Q3 2026.
  • Tidemark bought 22 CVS Health shares in Q3 2026, an estimated $2.15K.
  • CVS Health made up ﹤0.01% of Tidemark's portfolio in Q3 2026, its #709 holding.
  • Tidemark first reported a position in CVS Health in Q4 2023 and has held it in 6 quarters since.
  • Tidemark's CVS Health position peaked at $10K in Q1 2024.
  • 1,724 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.