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$CVS:NYSE · CVS HEALTH CORP COM

Sector: health

Conviction from: S&P

An integrated healthcare company operating retail pharmacies, the Aetna health-insurance business, and the Caremark pharmacy-benefit manager, plus health clinics.

4 tracked filer(s) hold this · 0 opened, 0 added, 3 trimmed in 31-MAR-2026

Aggregate 13FScore 56 — mean of 4 scored holder(s). Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Larry Robbins / Glenview58Holds (flat)8,196,799$588,694,10414.8%
Bridgewater55Trimmed -40%618,428$44,415,4990.2%
Ancora42Trimmed -1%5,677$407,6900.0%
Bill Nygren / Oakmark (Harris Associates)68Trimmed -6%494,126$35,488,1290.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

3 disclosed trade(s) by 3 filer(s).

Trade dateWhoTypeAmount
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-01-29John Boozman senateBUY$1,001 - $15,000PTR
2025-11-21Dwight Evans PA03SELL$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

7 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2025-11-15Trump, Donald J PresidentBUY$1,000,001 - $5,000,000PTR

Citrini Research coverage report library →

ReportDateStance
#84 — Market Memo: Healthcare's AI-Powered Trump Card2025-02-09SHORT
#80 — Market Memo: January Musings2025-01-09WATCH

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.