$CVS is held by 36 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.68%, with an average of 0.17% of portfolio. Largest holder: Cacti Asset Management LLC at 1.68%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
CVS HEALTH CORP
13F holders
1,857
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
—
Institutional holders
Top 10 of 1,857 · Source: 13F-HR01
State Street
—
—
02
Axa S.a.
—
—
03
Second Line Capital, LLC
—
—
04
Litman Gregory Wealth Management LLC
—
—
05
Pzena Investment Management LLC
—
—
06
Brightline Capital Management, LLC
—
—
07
State Farm Mutual Automobile Insurance Co.
—
—
08
ProShare Advisors LLC
—
—
09
Envestnet Asset Management Inc.
—
—
10
Bank of Nova Scotia Trust Co.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
36 holders · Q1 202601
Cacti Asset Management LLC
1.68% NEW
α +12.7pts
02
Stamos Capital Partners, L.P.
0.88% NEW
α +10.2pts
03
Caption Management, LLC
0.46% NEW
α +15.5pts
04
Delta Financial Advisors LLC
0.33% NEW
α +18.1pts
05
Wellington Management Group LLP
0.30% held
α +10.5pts
06
WINTON GROUP Ltd
0.27% NEW
α +27.0pts
07
Corsicana & Co.
0.21% held
α +20.0pts
08
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.19% NEW
α +13.4pts
09
Connor, Clark & Lunn Investment Management Ltd.
0.16% NEW
α +12.3pts
10
New Age Alpha Advisors, LLC
0.16% held
α +10.8pts
11
Citigroup Inc.
0.16% NEW
α +26.3pts
12
Bellevue Group AG
0.15% held
α +12.2pts
13
Wincap Financial LLC
0.14% held
α +14.0pts
14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.12% NEW
α +27.5pts
15
Beverly Hills Private Wealth, LLC
0.09% held
α +10.4pts
16
Nisa Investment Advisors, LLC
0.09% held
α +16.6pts
17
Courier Capital LLC
0.07% held
α +14.9pts
18
Endeavor Private Wealth, Inc.
0.07% held
α +13.5pts
19
Greenwich Wealth Management LLC
0.07% held
α +12.7pts
20
ProVise Management Group, LLC
0.07% ↓ 1.4pp
α +11.2pts
21
Quarry LP
0.06% held
α +10.6pts
22
Svb Wealth LLC
0.06% held
α +29.6pts
23
Fulton Bank, N.a.
0.05% held
α +23.8pts
24
Impact Partnership Wealth, LLC
0.05% held
α +10.3pts
25
Principal Securities, Inc.
0.04% held
α +21.3pts
26
Erste Asset Management GmbH
0.03% held
α +33.4pts
27
Bradley Foster & Sargent INC
0.03% ↓ 1.1pp
α +11.1pts
28
RFG Advisory, LLC
0.03% held
α +16.2pts
29
Venture Visionary Partners LLC
0.02% held
α +10.3pts
30
Linscomb Wealth, Inc.
0.01% held
α +32.6pts
31
Choate Investment Advisors
0.01% held
α +13.8pts
32
Costello Asset Management, INC
0.01% held
α +14.3pts
33
CV Advisors LLC
0.01% held
α +29.1pts
34
Collier Financial
0.01% held
α +14.2pts
35
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
36
Banco Santander, S.A.
0.00% held
α +12.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
15 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
35 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $CVS lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $CVS — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:39 UTC.