Tiemann Investment Advisors’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
Q2 | $261K | Sell |
2,520
-229
| -8% | -$20.4K | 0.09% | 157 |
|
|
2026
Q1 | $198K | Sell |
2,749
-100
| -4% | -$7.7K | 0.08% | 192 |
|
|
2025
Q4 | $226K | Hold |
2,849
| – | – | 0.09% | 172 |
|
|
2025
Q3 | $215K | Buy |
+2,849
| New | +$195K | 0.08% | 192 |
|
|
2024
Q2 | – | Sell |
-2,914
| Closed | -$232K | – | 196 |
|
|
2024
Q1 | $232K | Hold |
2,914
| – | – | 0.1% | 171 |
|
|
2023
Q4 | $230K | Buy |
2,914
+115
| +4% | +$8.19K | 0.11% | 166 |
|
|
2023
Q3 | $195K | Sell |
2,799
-100
| -3% | -$7.09K | 0.1% | 180 |
|
|
2023
Q2 | $200K | Sell |
2,899
-150
| -5% | -$10.7K | 0.1% | 190 |
|
|
2023
Q1 | $227K | Hold |
3,049
| – | – | 0.12% | 175 |
|
|
2022
Q4 | $284K | Hold |
3,049
| – | – | 0.17% | 140 |
|
|
2022
Q3 | $291K | Sell |
3,049
-1,235
| -29% | -$122K | 0.19% | 123 |
|
|
2022
Q2 | $397K | Sell |
4,284
-160
| -4% | -$15.6K | 0.21% | 105 |
|
|
2022
Q1 | $450K | Buy |
4,444
+220
| +5% | +$23.1K | 0.21% | 107 |
|
|
2021
Q4 | $436K | Buy |
4,224
+1,260
| +43% | +$116K | 0.18% | 125 |
|
|
2021
Q3 | $252K | Hold |
2,964
| – | – | 0.12% | 171 |
|
|
2021
Q2 | $247K | Hold |
2,964
| – | – | 0.12% | 182 |
|
|
2021
Q1 | $223K | Buy |
2,964
+35
| +1% | +$2.55K | 0.11% | 194 |
|
|
2020
Q4 | $200K | Buy |
+2,929
| New | +$191K | 0.11% | 198 |
|
|
2020
Q3 | – | Sell |
-3,153
| Closed | -$205K | – | 184 |
|
|
2020
Q2 | $205K | Sell |
3,153
-50
| -2% | -$3.15K | 0.14% | 171 |
|
|
2020
Q1 | $190K | Buy |
3,203
+160
| +5% | +$10.7K | 0.17% | 150 |
|
|
2019
Q4 | $226K | Hold |
3,043
| – | – | 0.15% | 160 |
|
|
2019
Q3 | $192K | Sell |
3,043
-1,045
| -26% | -$61.9K | 0.14% | 180 |
|
|
2019
Q2 | $223K | Sell |
4,088
-299
| -7% | -$16.1K | 0.16% | 167 |
|
|
2019
Q1 | $237K | Sell |
4,387
-125
| -3% | -$7.71K | 0.18% | 152 |
|
|
2018
Q4 | $296K | Buy |
4,512
+772
| +21% | +$57.6K | 0.26% | 113 |
|
|
2018
Q3 | $294K | Sell |
3,740
-75
| -2% | -$5.36K | 0.22% | 125 |
|
|
2018
Q2 | $245K | Sell |
3,815
-400
| -9% | -$26.4K | 0.2% | 146 |
|
|
2018
Q1 | $262K | Sell |
4,215
-185
| -4% | -$13.3K | 0.21% | 140 |
|
|
2017
Q4 | $319K | Hold |
4,400
| – | – | 0.25% | 117 |
|
|
2017
Q3 | $358K | Hold |
4,400
| – | – | 0.3% | 102 |
|
|
2017
Q2 | $354K | Hold |
4,400
| – | – | 0.32% | 99 |
|
|
2017
Q1 | $345K | Hold |
4,400
| – | – | 0.32% | 99 |
|
|
2016
Q4 | $347K | Sell |
4,400
-35
| -0.8% | -$2.83K | 0.34% | 88 |
|
|
2016
Q3 | $395K | Sell |
4,435
-75
| -2% | -$7.08K | 0.36% | 83 |
|
|
2016
Q2 | $432K | Sell |
4,510
-309
| -6% | -$30.8K | 0.4% | 78 |
|
|
2016
Q1 | $500K | Sell |
4,819
-50
| -1% | -$4.86K | 0.49% | 64 |
|
|
2015
Q4 | $476K | Sell |
4,869
-715
| -13% | -$70K | 0.48% | 66 |
|
|
2015
Q3 | $539K | Sell |
5,584
-300
| -5% | -$31.5K | 0.59% | 59 |
|
|
2015
Q2 | $617K | Sell |
5,884
-15
| -0.3% | -$1.53K | 0.63% | 53 |
|
|
2015
Q1 | $609K | Buy |
5,899
+20
| +0.3% | +$2.02K | 0.63% | 54 |
|
|
2014
Q4 | $566K | Buy |
5,879
+100
| +2% | +$8.81K | 0.61% | 56 |
|
|
2014
Q3 | $460K | Buy |
5,779
+100
| +2% | +$7.88K | 0.51% | 66 |
|
|
2014
Q2 | $428K | Hold |
5,679
| – | – | 0.47% | 71 |
|
|
2014
Q1 | $425K | Buy |
5,679
+200
| +4% | +$14.1K | 0.48% | 69 |
|
|
2013
Q4 | $392K | Buy |
+5,479
| New | +$352K | 0.46% | 72 |
|
Other funds holding CVS
Tiemann Investment Advisors's CVS Position: Q2 2026 in Review
Tiemann Investment Advisors reduced its CVS Health (CVS) stake by 8.3% in Q2 2026, selling an estimated $20.4K and leaving 2,520 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #157.
Tiemann Investment Advisors first reported a position in CVS in Q4 2013 and has held it in 45 quarters since. The position peaked at $617K in Q2 2015. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.
- Tiemann Investment Advisors held 2,520 shares of CVS Health worth $261K as of Q2 2026.
- Tiemann Investment Advisors sold 229 CVS Health shares in Q2 2026, an estimated $20.4K.
- CVS Health made up 0.09% of Tiemann Investment Advisors's portfolio in Q2 2026, its #157 holding.
- Tiemann Investment Advisors first reported a position in CVS Health in Q4 2013 and has held it in 45 quarters since.
- Tiemann Investment Advisors's CVS Health position peaked at $617K in Q2 2015.
- 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.
Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.