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Wedmont Private Capital’s CVS Health CVS Stock Holding History

Wedmont Private Capital’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
Q3 		$2.03M Buy
23,129
+2,494
+12% +$244K 0.05% 205
2026
Q2 		$2.15M Buy
20,635
+1,535
+8% +$137K 0.06% 179
2026
Q1 		$1.5M Buy
19,100
+3,795
+25% +$292K 0.05% 219
2025
Q4 		$1.22M Buy
15,305
+994
+7% +$78.4K 0.04% 239
2025
Q3 		$1.1M Buy
14,311
+2,120
+17% +$145K 0.04% 256
2025
Q2 		$813K Buy
12,191
+1,081
+10% +$70.9K 0.03% 306
2025
Q1 		$772K Buy
11,110
+1,707
+18% +$102K 0.04% 268
2024
Q4 		$451K Sell
9,403
-2,577
-22% -$145K 0.02% 415
2024
Q3 		$782K Buy
11,980
+1,286
+12% +$75K 0.04% 256
2024
Q2 		$631K Sell
10,694
-8,531
-44% -$534K 0.04% 289
2024
Q1 		$1.41M Buy
19,225
+146
+0.8% +$11.2K 0.1% 126
2023
Q4 		$1.54M Buy
19,079
+2,791
+17% +$199K 0.13% 102
2023
Q3 		$1.16M Buy
16,288
+3,417
+27% +$242K 0.12% 110
2023
Q2 		$919K Buy
12,871
+5,874
+84% +$418K 0.1% 141
2023
Q1 		$532K Sell
6,997
-2,857
-29% -$240K 0.07% 209
2022
Q4 		$903K Sell
9,854
-1,182
-11% -$114K 0.14% 120
2022
Q3 		$1.05M Buy
11,036
+2,212
+25% +$219K 0.21% 76
2022
Q2 		$818K Buy
8,824
+507
+6% +$49.5K 0.18% 88
2022
Q1 		$832K Buy
8,317
+2,664
+47% +$280K 0.19% 95
2021
Q4 		$595K Buy
+5,653
New +$522K 0.18% 95

Other funds holding CVS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's CVS Position: Q3 2026 in Review

Wedmont Private Capital increased its CVS Health (CVS) stake by 12% in Q3 2026, buying an estimated $244K and bringing the position to 23,129 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #205.

Wedmont Private Capital first reported a position in CVS in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.15M in Q2 2026. 93 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Wedmont Private Capital held 23,129 shares of CVS Health worth $2.03M as of Q3 2026.
  • Wedmont Private Capital bought 2,494 CVS Health shares in Q3 2026, an estimated $244K.
  • CVS Health made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #205 holding.
  • Wedmont Private Capital first reported a position in CVS Health in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's CVS Health position peaked at $2.15M in Q2 2026.
  • 93 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.