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CVSCVS
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CVS HEALTH CORPORATION

Steward Partners Investment Advisory, LLC holds 72,108 shares of CVS (CVS HEALTH CORPORATION), worth $7.5M as of 2026-Q2. The position was increased (+14.1% shares). CVS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$7.5M

Current Shares

72,108

Total Value Change

+$1.7M

Total Shares Change

-18,717

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
72,108
+14.1%
$7.5M0.0%$102.81
31
2026-Q1
Increased
63,191
+3.8%
$4.5M0.0%$70.76
28
2025-Q4
Increased
60,856
+2.0%
$4.8M0.0%$77.55
27
2025-Q3
Decreased
59,664
-0.0%
$4.5M0.0%$73.07
0
2025-Q2
Decreased
59,676
-1.6%
$4.1M0.0%$66.14
0
2025-Q1
Decreased
60,615
-2.4%
$4.1M0.0%$64.29
0
2024-Q4
Decreased
62,105
-31.6%
$2.8M0.0%$42.07
0
2024-Q3
Decreased
90,825
-11.1%
$5.7M0.1%$58.27
0

Other major holders of CVS: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD GROUP INC

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