giantsight

© giantsight

FAQTermsPrivacy
CVS logo

CVS

CVS HEALTH CORPORATION (DE)
NYSE·Health Care·Healthcare Plans

Filed Q3 2026 · holdings as of Q2 2026 end

Holders
891
New Buyers
138
Added
326
Net Buy Value
$2.49B

Institutions Buying in Q2 2026TOP 20

Institutions that bought CVS HEALTH CORPORATION (DE) during Q2 2026 · filed Q3 2026

Holders
891
Buyers
464
Net Buy Value
$2.49B
#InstitutionHoldingTrade
1
Curated Wealth Partners LLC
Curated Wealth Partners LLC
$628M+$628M
2
ORG Wealth Partners, LLC
ORG Wealth Partners, LLC
$224M+$224M
3
Munich Reinsurance Co Stock Corp in Munich
Munich Reinsurance Co Stock Corp in Munich
$48M+$48M
4
ARGENT CAPITAL MANAGEMENT LLC
ARGENT CAPITAL MANAGEMENT LLC
$16M+$16M
5
JACKSON SQUARE CAPITAL, LLC
JACKSON SQUARE CAPITAL, LLC
$5M+$5M
6
Vertrix Wealth Management, LLC
Vertrix Wealth Management, LLC
$4M+$4M
7
Triasima Portfolio Management inc.
Triasima Portfolio Management inc.
$3M+$3M
8
J.W. COLE ADVISORS, INC.
J.W. COLE ADVISORS, INC.
$3M+$3M
9
Y-Intercept (Hong Kong) Ltd
Y-Intercept (Hong Kong) Ltd
$2M+$2M
10
EASTERLY INVESTMENT PARTNERS LLC
EASTERLY INVESTMENT PARTNERS LLC
$2M+$2M
11
Kepler Cheuvreux (Suisse) SA
Kepler Cheuvreux (Suisse) SA
$2M+$2M
12
CV Advisors LLC
CV Advisors LLC
$2M+$2M
13
Samalin Investment Counsel, LLC
Samalin Investment Counsel, LLC
$1M+$1M
14
AXXCESS WEALTH MANAGEMENT, LLC
AXXCESS WEALTH MANAGEMENT, LLC
$1M+$1M
15
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$1M+$1M
16
MCDONALD PARTNERS LLC
MCDONALD PARTNERS LLC
$978K+$978K
17
ASHTON THOMAS SECURITIES, LLC
ASHTON THOMAS SECURITIES, LLC
$759K+$759K
18
Larry Mathis Financial Planning, LLC
Larry Mathis Financial Planning, LLC
$625K+$625K
19
Shepherd Street Advisors LLC
Shepherd Street Advisors LLC
$609K+$609K
20
WoodTrust Financial Corp
WoodTrust Financial Corp
$526K+$526K

Top 20 institutions by trade size