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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CVS holding history

CVS Health Corp in every 13F filed by Evercore Wealth Management, LLC, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of CVS by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−30,246−100.0%Sold outHolders
Q3 202430,246$1.90M<0.1%−15,420−33.8%ReducedHolders
Q2 202445,666$2.70M<0.1%−2,567−5.3%ReducedHolders
Q1 202448,233$3.85M0.1%−4,503−8.5%ReducedHolders
Q4 202352,736$4.16M0.1%−2,073−3.8%ReducedHolders
Q3 202354,809$3.83M0.1%−1,300−2.3%ReducedHolders
Q2 202356,109$3.88M0.1%+2,691+5.0%AddedHolders
Q1 202353,418$3.97M0.1%+10,610+24.8%AddedHolders
Q4 202242,808$3.99M0.1%−236−0.5%ReducedHolders
Q3 202243,044$4.11M0.1%−10.0%ReducedHolders
Q2 202243,045$3.99M0.1%+140+0.3%AddedHolders
Q1 202242,905$4.34M0.1%−5,282−11.0%ReducedHolders
Q4 202148,187$4.97M0.1%−215−0.4%ReducedHolders
Q3 202148,402$4.11M0.1%−265−0.5%ReducedHolders
Q2 202148,667$4.06M0.1%−4,644−8.7%ReducedHolders
Q1 202153,311$4.01M0.1%––Holders

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