WIM
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Westside Investment Management’s CVS Health CVS Stock Holding History

Westside Investment Management’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
2018
Q1 		– Sell
-15
Closed -$15 – 820
2017
Q4 		$15 Buy
+15
New +$1.09K ﹤0.01% 840

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Westside Investment Management's CVS Position: Q2 2026 in Review

Westside Investment Management reduced its CVS Health (CVS) stake by 14% in Q2 2026, selling an estimated $498K and leaving 33,865 shares worth $3.5M. The position accounts for 0.46% of the portfolio, ranked #55.

Westside Investment Management first reported a position in CVS in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.93M in Q4 2023. 783 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Westside Investment Management held 33,865 shares of CVS Health worth $3.5M as of Q2 2026.
  • Westside Investment Management sold 5,579 CVS Health shares in Q2 2026, an estimated $498K.
  • CVS Health made up 0.46% of Westside Investment Management's portfolio in Q2 2026, its #55 holding.
  • Westside Investment Management first reported a position in CVS Health in Q4 2016 and has held it in 36 quarters since.
  • Westside Investment Management's CVS Health position peaked at $4.93M in Q4 2023.
  • 783 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.