0
CVS
CVS HEALTH CORP · Consumer Discretionary
Consensus score 0/100 · tier-weighted across tracked managers
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
6.7%
of their portfolios
Combined value
$2.39B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fairfax Financial Concentrated | 10.6% | $281M | HOLD |
| Glenview Capital Concentrated | 10.0% | $499M | TRIM |
| Davis Advisors Concentrated | 5.3% | $1.23B | TRIM |
| Viking Global Investors Concentrated | 1.1% | $379M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.