James T. Borello RIA
CVS icon

James T. Borello RIA’s CVS Health CVS Stock Holding History

James T. Borello RIA’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 		$44.3K Buy
517
+17
+3% +$1.66K 0.01% 261
2026
Q2 		$51.7K Sell
500
-11
-2% -$982 0.01% 235
2026
Q1 		$36.7K Buy
511
+280
+121% +$21.6K 0.01% 257
2025
Q4 		$18.3K Buy
231
+87
+60% +$6.86K ﹤0.01% 293
2025
Q3 		$10.9K Buy
+144
New +$9.9K ﹤0.01% 301

Other funds holding CVS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

James T. Borello RIA's CVS Position: Q3 2026 in Review

James T. Borello RIA increased its CVS Health (CVS) stake by 3.4% in Q3 2026, buying an estimated $1.66K and bringing the position to 517 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #261.

James T. Borello RIA first reported a position in CVS in Q3 2025 and has held it in 5 quarters since. The position peaked at $51.7K in Q2 2026. 456 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • James T. Borello RIA held 517 shares of CVS Health worth $44.3K as of Q3 2026.
  • James T. Borello RIA bought 17 CVS Health shares in Q3 2026, an estimated $1.66K.
  • CVS Health made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #261 holding.
  • James T. Borello RIA first reported a position in CVS Health in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's CVS Health position peaked at $51.7K in Q2 2026.
  • 456 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.