WP
CVS icon

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

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
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
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
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return