Fund moves

CVS Health (CVS)LBP Am SA added to its stake +103K shares

LBP Am SA added to its stake in CVS Health, per its Q2 2026 13F.

233K
Shares reported · +103K vs prior quarter
0.25%
Disclosed portfolio weight
$24.1M
Reported value
Holdings as of
Jun 30, 2026
Filed
Jul 24, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Mar 27, 2026CongressDisclosed purchase of CVS — reported range $1,001 - $15,000
  2. Apr 1, 2026Federal contract · $204K obligatedDepartment of Veterans Affairs awarded CVS Health: $204K obligated to date

What came next

  1. Aug 5, 2026Company filing · Form 8-K · ResultsReported its results
  2. Aug 13, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On August 13, 2026, Larry M. Robbins notified the Board of Directors (the “Board”) of CVS Health Corporation (the “Company”) of his resignation from the Board, effective immediately.”
  3. Aug 13, 20265% stakeDodge & Cox reported a passive stake (13G) of 3.9%
  4. Sep 25, 2026Federal contract · $7.0M obligatedDepartment of Health and Human Services awarded CVS Health: $6.99M obligated to date
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for CVS Health

For CVS Health, OQRO holds 1 Congress trade report, 46 fund holdings reports (13F) and 2 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CVS page.

How this filing works

Other disclosures at CVS Health

Everything OQRO holds on this company is on its CVS page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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