SEC 13F Intelligence

Hudson Portfolio Management LLC / CVS

Hudson Portfolio Management LLC’s Cvs Health Corp Position

Does Hudson Portfolio Management LLC own Cvs Health Corp (CVS)? Yes26.0K shares worth $2M (+1.57% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
26.0K
% of Portfolio
+1.57%
Quarters Held
19
currently held

Position History CVS

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $1MQ1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.0K$2M+1.57%
Q4 202526.0K$2M+1.77%
Q3 202526.0K$2M+1.73%
Q2 202526.5K$2M+1.71%
Q1 202527.1K$2M+1.76%
Q4 202427.6K$1M+1.22%
Q3 202428.6K$2M+1.76%
Q4 202329.4K$2M+2.52%
Q3 202328.4K$2M+2.25%
Q2 202328.4K$2M+2.13%
Q1 202328.4K$2M+2.36%
Q4 202228.4K$3M+2.93%
Q3 202228.4K$3M+3.20%
Q2 202229.9K$3M+2.87%
Q1 202230.1K$3M+2.69%
Q4 202131.8K$3M+2.90%
Q3 202132.0K$3M+2.50%
Q2 202132.2K$3M+2.47%
Q1 202132.3K$2M+2.34%

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