Wedge Capital Management Reduces Stake in CVS Health

Institutional investor trims holdings in pharmacy operator by 11% in Q4 2025

Mar. 28, 2026 at 12:12pm

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Wedge Capital Management L L P NC, an institutional investor, reduced its stake in CVS Health Corporation (NYSE:CVS) by 11.0% during the fourth quarter of 2025, according to the company's recent 13F filing with the SEC. Wedge Capital now owns 347,804 shares of the pharmacy operator's stock, valued at $27.6 million.

Why it matters

This filing provides insight into the investment decisions of Wedge Capital Management, a prominent institutional investor. The reduction in their CVS Health holdings could signal broader market trends or changes in their investment strategy.

The details

According to the 13F filing, Wedge Capital Management sold 42,993 shares of CVS Health stock during the fourth quarter of 2025, reducing their total position to 347,804 shares. CVS Health is a diversified healthcare company that operates a large network of retail pharmacies, pharmacy benefit management services, and other healthcare solutions.

  • Wedge Capital Management reduced its CVS Health stake during the fourth quarter of 2025.
  • The 13F filing detailing this change was submitted on March 28, 2026.

The players

Wedge Capital Management L L P NC

An institutional investor that manages a portfolio of stocks, including a position in CVS Health Corporation.

CVS Health Corporation

A diversified healthcare company that operates retail pharmacies, pharmacy benefit management services, and other healthcare solutions.

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The takeaway

This filing highlights the ongoing shifts in institutional investment strategies, as Wedge Capital Management adjusts its exposure to the healthcare sector by reducing its stake in CVS Health. Investors will likely continue to monitor similar filings for insights into broader market trends and the investment decisions of major players.