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CVS CVS Health

Health Care, filed as CVS HEALTH CORP (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 8

  • 2 Owners
  • #47
  • Max 0.6%
  • Master 0.53%
  • $1.7M
  • 1 reduce

In 2026 Q3 Kentucky Trust trimmed CVS Health.

Who owns this now

Largest portfolio weights among holders, up to 0.6% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.

  1. Kentucky Trust Co. Reduce 0.57%
  2. David Katz 0.04%

Who owns CVS

Sorted by value, long equity only, as of 2026 Q3.

History
Kentucky Trust Co., Kentucky Trust 0.57%, was 0.67% Reduce −0.4% 13,375 $1.1M History
David Katz, Matrix Asset Advisors 0.04% Hold 6,175 $529K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CVS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CVS insider trades
  • None no insider bought on the open market
  • $324M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Larry Robbins Director
    Sale
    $317M 3,372,000 shares at $94.15 41% of stake
    Traded May 19–21 Filed May 21
    ↗
  2. Tilak Mandadi EVP, Chief Exp & Tech Officer
    Sale
    $6.2M 69,551 shares at $89.58 87% of stake
    Traded May 8 Filed May 11
    ↗
  3. Steven H Nelson EVP and President, Aetna
    Buy
    $1,289 24 shares at $53.70 New stake
    Traded Jan 23, 2025 Filed Jan 27
    ↗
  4. Heidi B Capozzi EVP and Chief People Officer
    Buy
    $4,589 80 shares at $57.36 +1600% to stake
    Traded Sep 9, 2024–Oct 23, 2024 Filed Oct 14, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 24 stock grants, 17 share withholdings for taxes, and 2 sales back to the company.

Congress

16 members of Congress traded CVS in the last three years: 6 buys and 16 sales. 13 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Dwight Evans D-PA-3 Partial sale $1K–$15K Nov 21, 2025 filed May 15
  3. John Boozman R-ARJoint Buy $1K–$15K Jan 29 filed Feb 15
  4. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  5. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  6. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A DEFINITIVE PROXY STATEMENT Filing Doc
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $8.34B $4.61B $1.77B

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $67.86B $68.64B $74.71B
Total non-current assets * $181.87B $184.57B $178.82B
Total assets $249.73B $253.22B $253.54B
Total current liabilities $79.19B $84.61B $88.69B
Total non-current liabilities * $93.9B $92.88B $89.46B
Total equity $76.46B $75.56B $75.21B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $13.43B $9.11B $10.64B
Cash from investing -$20.89B -$7.61B -$5.87B
Cash from financing $2.68B -$1.14B -$4.94B
Net change in cash -$4.78B $0.359B -$0.172B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.