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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

CVS holding history

CVS Health Corp in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of CVS by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,646−100.0%Sold outHolders
Q2 20241,646$97.2K<0.1%−763−31.7%ReducedHolders
Q1 20242,409$192.1K<0.1%−55−2.2%ReducedHolders
Q4 20232,464$194.6K<0.1%−4,763−65.9%ReducedHolders
Q3 20237,227$504.6K<0.1%−4,521−38.5%ReducedHolders
Q2 202311,748$812.1K<0.1%−4,737−28.7%ReducedHolders
Q1 202316,485$1.22M0.1%−130,974−88.8%ReducedHolders
Q4 2022147,459$13.7M0.7%+5,434+3.8%AddedHolders
Q3 2022142,025$13.5M0.7%+8,708+6.5%AddedHolders
Q2 2022133,317$12.4M0.5%+29,454+28.4%AddedHolders
Q1 2022103,863$10.5M0.4%+14,040+15.6%AddedHolders
Q4 202189,823$9.27M0.3%+3,384+3.9%AddedHolders
Q3 202186,439$7.33M0.3%+6,102+7.6%AddedHolders
Q2 202180,337$6.70M0.3%+8,729+12.2%AddedHolders
Q1 202171,608$5.39M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.