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Triumph Capital Management’s CVS Health CVS Stock Holding History

Triumph Capital 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
Q2 		$80.3K Buy
776
+59
+8% +$5.27K 0.01% 544
2026
Q1 		$51.5K Sell
717
-1
-0.1% -$77 0.01% 634
2025
Q4 		$57K Buy
+718
New +$56.6K 0.01% 583

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Triumph Capital Management's CVS Position: Q2 2026 in Review

Triumph Capital Management increased its CVS Health (CVS) stake by 8.2% in Q2 2026, buying an estimated $5.27K and bringing the position to 776 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #544.

Triumph Capital Management first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Triumph Capital Management held 776 shares of CVS Health worth $80.3K as of Q2 2026.
  • Triumph Capital Management bought 59 CVS Health shares in Q2 2026, an estimated $5.27K.
  • CVS Health made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #544 holding.
  • Triumph Capital Management first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.