CVS Health Corp.· CVS

🇺🇸 US · LargeSP500NYSE

Healthcare Medical - Healthcare Plans Website

Price: $96.74
Day: -0.47%
Mkt Cap: $123.43B
52W Range: $69.51 – $110.68
Volume: 4.48M
Beta: 0.58

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 2,165 institutions hold; 1,111 added, 733 reduced

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CVS Health Corp.

CVS|Healthcare|Medical - Healthcare Plans

Current price: $97

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

6.1x

vs own 6-quarter average

Seller breadth · Q2 2026

2 sellers

vs 0.8 avg per quarter

Institutional net breadth · Q2 2026

+575

1,439 adding vs 864 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

123.2M

-2.4%

VANGUARD CAPITAL MANAGEMENT LLC

83.3M

+0.6%

CAPITAL WORLD INVESTORS

75.0M

-3.2%

STATE STREET CORP

60.3M

+1.4%

DODGE & COX

50.0M

-3.6%

WELLINGTON MANAGEMENT GROUP LLP

33.8M

+49.4%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

172

234

173

172 buying234 unchanged173 selling

578 funds held CVS in Q2 2026, holding 1.1B shares between them, up 1.0% on the quarter.

Largest fund holders

TRANSAMERICA SERIES TRUST56.7K sh

Aspiriant Trust24.4K sh

DEUTSCHE DWS SECURITIES TRUST24.3K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 19

ROBBINS LARRY

$187.3M

Sale · May 2

ROBBINS LARRY

$113.2M

Sale · May 5

ROBBINS LARRY

$82.7M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 7, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CVS Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-100

Institutional Flow

50% weight

+82

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 6, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CVS

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Very Bearish

Heavy insider selling in Q2 2026

9 sales totaling $345.7M (3.8M shares)

Share volume is 6x the historical average, extreme level

Buying seen in 7 of 15 quarters

6.1x

Selling pace

vs own 6-qtr average

Heavy

37.22%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 0.5 avg per quarter

Q2 2025

Last insider purchase

buying in 7 of 16 quarters

Notable Recent Transactions, CVS

Top 8 highest-value insider trades from the last 8 quarters

ROBBINS LARRY

Director

Sell

1,983,387 shares at $94.45

≈24.2% of their stake at the time

May 19, 2026$187.33M

ROBBINS LARRY

Director

Sell

1,679,736 shares at $67.39

≈14.1% of their stake at the time

May 2, 2025$113.19M

ROBBINS LARRY

Director

Sell

1,226,933 shares at $67.37

≈12.7% of their stake at the time

May 5, 2025$82.65M

ROBBINS LARRY

Director

Sell

797,628 shares at $93.48

≈12.8% of their stake at the time

May 20, 2026$74.56M

ROBBINS LARRY

Director

Sell

370,462 shares at $93.45

≈7.1% of their stake at the time

May 21, 2026$34.62M

ROBBINS LARRY

Director

Sell

373,776 shares at $69.66

≈3.7% of their stake at the time

May 2, 2025$26.04M

ROBBINS LARRY

Director

Sell

378,000 shares at $58.29

≈100.0% of their stake at the time

May 21, 2026$22.03M

ROBBINS LARRY

Director

Sell

222,556 shares at $68.38

≈2.2% of their stake at the time

May 2, 2025$15.22M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CVS

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Moderate accumulation: 1439 adding vs 864 reducing

Momentum improving from prior quarter

+575

Net breadth

1,439 adding vs 864 reducing

Accumulating

1.67

Add / reduce ratio

in Q2 2026

+197

New − closed

328 initiated, 131 exited

6 of 10

Top holders adding

largest holders that added

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1439 growing-864 shrinkingNet: +575

328

1111

733

New (328)

Increased (1111)

Reduced (733)

Closed (131)

Top Institutional Holders, CVS

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

123.2M

$12.7B

Ownership

9.66%

-2.4%

VANGUARD CAPITAL MANAGEMENT LLC

83.3M

$8.6B

Ownership

6.53%

+0.6%

CAPITAL WORLD INVESTORS

75.0M

$7.8B

Ownership

5.87%

-3.2%

STATE STREET CORP

60.3M

$6.2B

Ownership

4.72%

+1.4%

DODGE & COX

50.0M

$5.2B

Ownership

3.92%

-3.6%

WELLINGTON MANAGEMENT GROUP LLP

33.8M

$3.5B

Ownership

2.65%

+49.4%

GEODE CAPITAL MANAGEMENT, LLC

29.9M

$3.1B

Ownership

2.34%

+1.3%

FMR LLC

28.9M

$3.0B

Ownership

2.27%

-7.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 579 ETFs and mutual funds reporting

172 buying173 sellingNet: -1

172

234

173

Buying (172)

Unchanged (234)

Selling (173)

In total, funds bought 34.6M shares and sold 23.6M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

579 ETFs and mutual funds reporting

172 buying vs 173 selling (balanced)

Top Fund Holders, CVS

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

TRANSAMERICA SERIES TRUST

56.7K

Weight

0.02%

Jun 30, 2026Increased

Aspiriant Trust

24.4K

Weight

0.18%

Jun 30, 2026Increased

DEUTSCHE DWS SECURITIES TRUST

24.3K

Weight

0.08%

Jun 30, 2026No change

ALPS Series Trust

23.5K

Weight

0.18%

Jun 30, 2026Decreased

John Hancock Exchange-Traded Fund Trust

23.4K

Weight

0.05%

Jun 30, 2026Increased

RYDEX SERIES FUNDS

22.6K

Weight

0.76%

Jun 30, 2026Decreased

CANTOR SELECT PORTFOLIOS TRUST

22.0K

Weight

2.51%

Jun 30, 2026Decreased

New Age Alpha Variable Funds Trust

22.0K

Weight

11.25%

Jun 30, 2026Decreased

CVS Health Corp.· CVS

Holdings Analysis

Insider Trading Activity

1.3Transaction History53Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings185Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History53Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings185Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights