Truvestments Capital’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
$490K Sell
4,733
-173
-4% -$15.4K 0.07% 225
2026
Q1
$352K Hold
4,906
0.06% 241
2025
Q4
$389K Sell
4,906
-828
-14% -$65.3K 0.07% 210
2025
Q3
$432K Sell
5,734
-36
-0.6% -$2.47K 0.08% 195
2025
Q2
$398K Buy
5,770
+9
+0.2% +$590 0.08% 180
2025
Q1
$390K Buy
5,761
+121
+2% +$7.24K 0.08% 170
2024
Q4
$253K Sell
5,640
-22
-0.4% -$1.23K 0.07% 198
2024
Q3
$356K Buy
+5,662
New +$330K 0.1% 157
2024
Q2
Sell
-2,327
Closed -$186K 331
2024
Q1
$186K Sell
2,327
-566
-20% -$43.2K 0.07% 234
2023
Q4
$228K Sell
2,893
-120
-4% -$8.54K 0.1% 197
2023
Q3
$210K Buy
3,013
+16
+0.5% +$1.13K 0.11% 175
2023
Q2
$207K Buy
2,997
+22
+0.7% +$1.56K 0.1% 182
2023
Q1
$221K Sell
2,975
-517
-15% -$43.4K 0.12% 148
2022
Q4
$325K Sell
3,492
-3,329
-49% -$321K 0.18% 104
2022
Q3
$651K Buy
6,821
+18
+0.3% +$1.78K 0.41% 60
2022
Q2
$630K Sell
6,803
-125
-2% -$12.2K 0.37% 63
2022
Q1
$701K Sell
6,928
-340
-5% -$35.7K 0.38% 66
2021
Q4
$750K Buy
7,268
+119
+2% +$11K 0.38% 69
2021
Q3
$607K Buy
7,149
+184
+3% +$15.4K 0.33% 74
2021
Q2
$581K Sell
6,965
-192
-3% -$15.7K 0.32% 77
2021
Q1
$538K Buy
7,157
+1,435
+25% +$105K 0.3% 85
2020
Q4
$390K Sell
5,722
-109
-2% -$7.09K 0.27% 100
2020
Q3
$340K Sell
5,831
-13,034
-69% -$811K 0.31% 91
2020
Q2
$1.23M Sell
18,865
-3,794
-17% -$239K 1.25% 23
2020
Q1
$1.34M Sell
22,659
-12,089
-35% -$807K 1.71% 11
2019
Q4
$2.58M Sell
34,748
-1,355
-4% -$95.1K 1.79% 14
2019
Q3
$2.28M Buy
36,103
+3,636
+11% +$215K 1.48% 14
2019
Q2
$1.77M Buy
32,467
+9,302
+40% +$501K 1.19% 20
2019
Q1
$1.25M Buy
+23,165
New +$1.43M 0.96% 30
2018
Q3
$2.23M Buy
28,390
+5,483
+24% +$392K 1.07% 17
2018
Q2
$1.47M Buy
+22,907
New +$1.51M 0.93% 27

Other funds holding CVS

Truvestments Capital's CVS Position: Q2 2026 in Review

Truvestments Capital reduced its CVS Health (CVS) stake by 3.5% in Q2 2026, selling an estimated $15.4K and leaving 4,733 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #225.

Truvestments Capital first reported a position in CVS in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.58M in Q4 2019. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Truvestments Capital held 4,733 shares of CVS Health worth $490K as of Q2 2026.
  • Truvestments Capital sold 173 CVS Health shares in Q2 2026, an estimated $15.4K.
  • CVS Health made up 0.07% of Truvestments Capital's portfolio in Q2 2026, its #225 holding.
  • Truvestments Capital first reported a position in CVS Health in Q2 2018 and has held it in 31 quarters since.
  • Truvestments Capital's CVS Health position peaked at $2.58M in Q4 2019.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.