SEC 13F Intelligence

Exeter Financial, LLC / CVS

Exeter Financial, LLC’s Cvs Health Corp Position

Does Exeter Financial, LLC own Cvs Health Corp (CVS)? Yes37.6K shares worth $3M (+1.10% of its 13F portfolio) as of Q1 2026, down from 37.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
37.6K
% of Portfolio
+1.10%
Quarters Held
27
currently held

Position History CVS

Reported value by quarter
Q3 ’19: $1MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $2MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.6K$3M+1.10%
Q4 202537.6K$3M+1.27%
Q3 202538.8K$3M+1.26%
Q2 202539.2K$3M+1.20%
Q1 202542.1K$3M+1.28%
Q4 202440.0K$2M+0.82%
Q3 202445.6K$3M+1.27%
Q2 202444.5K$3M+1.25%
Q1 202432.9K$2M+1.12%
Q4 202332.7K$3M+1.27%
Q3 202331.7K$2M+1.17%
Q2 202332.6K$2M+1.20%
Q1 202330.1K$2M+1.15%
Q4 202227.8K$3M+1.35%
Q3 202227.5K$3M+1.52%
Q2 202227.2K$3M+1.41%
Q1 202226.8K$3M+1.47%
Q4 202126.9K$3M+1.55%
Q3 202127.4K$2M+1.39%
Q2 202127.4K$2M+1.31%
Q1 202127.4K$2M+1.30%
Q4 202026.8K$2M+1.27%
Q3 202026.8K$2M+1.22%
Q2 202026.4K$2M+1.43%
Q1 202027.7K$2M+1.54%
Q4 201920.6K$2M+1.19%
Q3 201919.4K$1M+0.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Exeter Financial, LLC’s full portfolio or all institutional holders of CVS.