CVS HEALTH Corp

data from 30/09/2025

Capitalization

$ 102.889 M -46.03 %

Average holding period

14 ans

Performance

$ 62.610 M 32.92 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CVS HEALTH Corp

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S P 500 ETF TRUST 99.64% 102.519 M $ 153891 2023/03/31 14.880 M $ 7.82 %
2025/09/30 PRU PRUDENTIAL FINANCIAL INC 0.27% 278.334 K $ 2683 2021/12/31 -9.927 K $ -3.44 %
2025/09/30 HCAT HEALTH CATALYST INC 0.09% 91.977 K $ 32273 2021/12/31 -29.691 K $ -24.40 %