Manning & Napier Group’s CVS Holdings & Trades

First Buy
Q2 2014
Duration Held
46 Quarters
Largest Add
Q2 2023
+272,721 Shares
Current Position
43,018 Shares
$3.24 M Value

Manning & Napier Group's CVS Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 43,018 shares of CVS Health Corporation (CVS) worth $3.24 M, representing 0.04% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.

Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in CVS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 272,721 shares. Largest reduction occurred in Q1 2020, reducing 367,553 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's CVS Health Corporation (CVS) Holding Value Over Time

Track share changes against reported price movement

Quarterly CVS Health Corporation (CVS) Trades by Manning & Napier Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2014 +133,150 New Buy 133,150 $75.37
Q3 2014 -12,380 Reduce 9.30% 120,770 $79.59
Q4 2014 +4,426 Add 3.66% 125,196 $96.30
Q1 2015 +15,804 Add 12.62% 141,000 $103.21
Q2 2015 -52,770 Reduce 37.43% 88,230 $104.87
Q3 2015 -2,330 Reduce 2.64% 85,900 $96.47
Q4 2015 +400 Add 0.47% 86,300 $97.76
Q1 2016 +790 Add 0.92% 87,090 $103.72
Q2 2016 -560 Reduce 0.64% 86,530 $95.74
Q3 2016 +480 Add 0.55% 87,010 $88.99
Q4 2016 +103,100 Add 118.49% 190,110 $78.91
Q1 2017 -48,430 Reduce 25.47% 141,680 $78.49
Q2 2017 +154,847 Add 109.29% 296,527 $80.45
Q3 2017 -139,815 Reduce 47.15% 156,712 $81.31
Q4 2017 +145,383 Add 0.00% 145,382 $72.50
Q1 2018 +46,659 Add 32.09% 192,041 $62.21
Q2 2018 +4,199 Add 2.19% 196,240 $64.34
Q3 2018 +16,031 Add 8.17% 212,271 $78.72
Q4 2018 +20,134 Add 9.49% 232,405 $65.52
Q1 2019 +67,558 Add 29.07% 299,963 $53.93
Q2 2019 +63,925 Add 21.31% 363,888 $54.49
Q3 2019 +2,940 Add 0.81% 366,828 $63.06
Q4 2019 +34,792 Add 9.48% 401,620 $74.29
Q1 2020 -367,553 Reduce 91.52% 34,067 $59.32
Q2 2020 -34,067 Sold Out 34,067 $0.00
Q2 2022 +239,568 New Buy 239,568 $92.65
Q3 2022 -10,498 Reduce 4.38% 229,070 $95.36
Q4 2022 -3,144 Reduce 1.37% 225,926 $93.19
Q1 2023 +814 Add 0.36% 226,740 $74.31
Q2 2023 +272,721 Add 120.28% 499,461 $69.13
Q3 2023 +25,779 Add 5.16% 525,240 $69.82
Q4 2023 -38,258 Reduce 7.28% 486,982 $78.96
Q1 2024 -277,263 Reduce 56.93% 209,719 $79.75
Q1 2025 +90,000 New Buy 90,000 $67.75
Q2 2025 +10,050 Add 11.17% 100,050 $68.98
Q3 2025 -57,032 Reduce 57.00% 43,018 $75.39

Manning & Napier Group's CVS Health Corporation Investment FAQs

Manning & Napier Group first purchased CVS Health Corporation (CVS) in Q2 2014, acquiring 133,150 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held CVS Health Corporation (CVS) for 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's largest addition to CVS Health Corporation (CVS) was in Q2 2023, adding 499,461 shares worth $34.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 43,018 shares of CVS Health Corporation (CVS), valued at approximately $3.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, CVS Health Corporation (CVS) represents approximately 0.04% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's peak holding in CVS Health Corporation (CVS) was 525,240 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.