UBS Group’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
Q1
$440M Sell
6,130,298
-498,915
-8% -$38.4M 0.07% 298
2025
Q4
$526M Sell
6,629,213
-973,527
-13% -$76.7M 0.09% 218
2025
Q3
$573M Buy
7,602,740
+944,560
+14% +$64.7M 0.09% 210
2025
Q2
$459M Sell
6,658,180
-1,747,737
-21% -$115M 0.08% 242
2025
Q1
$570M Sell
8,405,917
-1,508,924
-15% -$90.3M 0.1% 192
2024
Q4
$445M Buy
9,914,841
+3,613,845
+57% +$203M 0.08% 223
2024
Q3
$396M Sell
6,300,996
-734,006
-10% -$42.8M 0.09% 222
2024
Q2
$415M Sell
7,035,002
-1,027,078
-13% -$64.2M 0.1% 191
2024
Q1
$643M Buy
8,062,080
+732,562
+10% +$56M 0.16% 119
2023
Q4
$579M Sell
7,329,518
-364,616
-5% -$26M 0.17% 117
2023
Q3
$537M Sell
7,694,134
-842,844
-10% -$59.7M 0.19% 110
2023
Q2
$590M Buy
8,536,978
+1,563,275
+22% +$111M 0.2% 111
2023
Q1
$518M Sell
6,973,703
-353,723
-5% -$29.7M 0.19% 111
2022
Q4
$683M Buy
7,327,426
+913,885
+14% +$88.2M 0.26% 77
2022
Q3
$612M Sell
6,413,541
-907,766
-12% -$89.9M 0.27% 76
2022
Q2
$678M Buy
7,321,307
+198,472
+3% +$19.4M 0.28% 74
2022
Q1
$721M Sell
7,122,835
-111,574
-2% -$11.7M 0.24% 91
2021
Q4
$746M Sell
7,234,409
-92,005
-1% -$8.5M 0.21% 106
2021
Q3
$622M Sell
7,326,414
-730,840
-9% -$61.2M 0.2% 113
2021
Q2
$672M Sell
8,057,254
-67,811
-0.8% -$5.55M 0.22% 100
2021
Q1
$611M Buy
8,125,065
+528,955
+7% +$38.5M 0.2% 112
2020
Q4
$519M Buy
7,596,110
+828,301
+12% +$53.9M 0.18% 131
2020
Q3
$395M Sell
6,767,809
-747,479
-10% -$46.5M 0.15% 142
2020
Q2
$488M Sell
7,515,288
-572,176
-7% -$36M 0.21% 116
2020
Q1
$480M Buy
8,087,464
+762,010
+10% +$50.9M 0.23% 101
2019
Q4
$544M Buy
7,325,454
+266,827
+4% +$18.7M 0.19% 125
2019
Q3
$445M Sell
7,058,627
-1,270,153
-15% -$75.3M 0.17% 133
2019
Q2
$454M Buy
8,328,780
+2,404,427
+41% +$129M 0.17% 134
2019
Q1
$320M Buy
5,924,353
+1,242,484
+27% +$76.7M 0.13% 170
2018
Q4
$307M Buy
4,681,869
+643,514
+16% +$48M 0.14% 164
2018
Q3
$318M Sell
4,038,355
-206,131
-5% -$14.7M 0.13% 181
2018
Q2
$273M Buy
4,244,486
+316,137
+8% +$20.8M 0.12% 193
2018
Q1
$244M Sell
3,928,349
-1,259,847
-24% -$90.4M 0.11% 208
2017
Q4
$376M Sell
5,188,196
-6,395,374
-55% -$465M 0.15% 155
2017
Q3
$942M Buy
11,583,570
+454,492
+4% +$36M 0.44% 31
2017
Q2
$895M Buy
11,129,078
+475,396
+4% +$37.5M 0.46% 30
2017
Q1
$836M Buy
10,653,682
+1,455,785
+16% +$116M 0.46% 33
2016
Q4
$726M Buy
9,197,897
+2,728,362
+42% +$221M 0.4% 39
2016
Q3
$576M Buy
6,469,535
+168,673
+3% +$15.9M 0.34% 54
2016
Q2
$603M Buy
6,300,862
+220,785
+4% +$22M 0.38% 39
2016
Q1
$631M Buy
6,080,077
+225,846
+4% +$22M 0.42% 34
2015
Q4
$572M Buy
5,854,231
+962,840
+20% +$94.3M 0.37% 44
2015
Q3
$472M Buy
4,891,391
+458,052
+10% +$48.2M 0.33% 47
2015
Q2
$465M Buy
4,433,339
+248,994
+6% +$25.4M 0.31% 57
2015
Q1
$432M Buy
4,184,345
+229,657
+6% +$23.2M 0.3% 67
2014
Q4
$381M Buy
+3,954,688
New +$348M 0.27% 73

Other funds holding CVS

UBS Group's CVS Position: Q1 2026 in Review

UBS Group reduced its CVS Health (CVS) stake by 7.5% in Q1 2026, selling an estimated $38.4M and leaving 6,130,298 shares worth $440M. The position accounts for 0.07% of the portfolio, ranked #298.

UBS Group first reported a position in CVS in Q4 2014 and has held it in 46 quarters since. The position peaked at $942M in Q3 2017. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • UBS Group held 6,130,298 shares of CVS Health worth $440M as of Q1 2026.
  • UBS Group sold 498,915 CVS Health shares in Q1 2026, an estimated $38.4M.
  • CVS Health made up 0.07% of UBS Group's portfolio in Q1 2026, its #298 holding.
  • UBS Group first reported a position in CVS Health in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's CVS Health position peaked at $942M in Q3 2017.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.