Westmount Partners’s CVS Health CVS Stock Holding History

Westmount Partners’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	$363K	Sell	3,513 -19	-0.5%	-$1.7K	0.08%	189
2026 Q1	$254K	Buy	3,532 +39	+1%	+$3K	0.06%	226
2025 Q4	$277K	Hold	3,493	–	–	0.07%	202
2025 Q3	$269K	Hold	3,493	–	–	0.07%	204
2025 Q2	$241K	Hold	3,493	–	–	0.07%	223
2025 Q1	$237K	Buy	+3,493	New	+$209K	0.07%	213
2024 Q4	–	Sell	-3,361	Closed	-$211K	–	220
2024 Q3	$211K	Sell	3,361 -332	-9%	-$19.4K	0.06%	210
2024 Q2	$215K	Buy	3,693 +29	+0.8%	+$1.81K	0.07%	197
2024 Q1	$292K	Hold	3,664	–	–	0.11%	164
2023 Q4	$289K	Sell	3,664 -40	-1%	-$2.85K	0.12%	152
2023 Q3	$259K	Sell	3,704 -12	-0.3%	-$850	0.11%	158
2023 Q2	$257K	Buy	3,716 +40	+1%	+$2.85K	0.11%	150
2023 Q1	$273K	Buy	3,676 +290	+9%	+$24.3K	0.13%	144
2022 Q4	$316K	Buy	+3,386	New	+$327K	0.16%	131

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Westmount Partners's CVS Position: Q2 2026 in Review

Westmount Partners reduced its CVS Health (CVS) stake by 0.54% in Q2 2026, selling an estimated $1.7K and leaving 3,513 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #189.

Westmount Partners first reported a position in CVS in Q4 2022 and has held it in 14 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Westmount Partners held 3,513 shares of CVS Health worth $363K as of Q2 2026.
Westmount Partners sold 19 CVS Health shares in Q2 2026, an estimated $1.7K.
CVS Health made up 0.08% of Westmount Partners's portfolio in Q2 2026, its #189 holding.
Westmount Partners first reported a position in CVS Health in Q4 2022 and has held it in 14 quarters since.
2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.