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AA Financial Advisors’s CVS Health CVS Stock Holding History

AA Financial Advisors’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$520K Buy
5,027
+1,726
+52% +$154K 0.06% 144
2026
Q1 		$237K Sell
3,301
-67
-2% -$5.16K 0.03% 201
2025
Q4 		$267K Buy
3,368
+126
+4% +$9.93K 0.05% 179
2025
Q3 		$244K Sell
3,242
-38
-1% -$2.6K 0.05% 173
2025
Q2 		$226K Sell
3,280
-300
-8% -$19.7K 0.05% 173
2025
Q1 		$243K Buy
+3,580
New +$214K 0.06% 154
2024
Q4 		– Sell
-3,636
Closed -$229K – 169
2024
Q3 		$229K Hold
3,636
– – 0.07% 155
2024
Q2 		$215K Sell
3,636
-261
-7% -$16.3K 0.08% 155
2024
Q1 		$311K Buy
+3,897
New +$298K 0.13% 122

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AA Financial Advisors's CVS Position: Q2 2026 in Review

AA Financial Advisors increased its CVS Health (CVS) stake by 52% in Q2 2026, buying an estimated $154K and bringing the position to 5,027 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #144.

AA Financial Advisors first reported a position in CVS in Q1 2024 and has held it in 9 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • AA Financial Advisors held 5,027 shares of CVS Health worth $520K as of Q2 2026.
  • AA Financial Advisors bought 1,726 CVS Health shares in Q2 2026, an estimated $154K.
  • CVS Health made up 0.06% of AA Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • AA Financial Advisors first reported a position in CVS Health in Q1 2024 and has held it in 9 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.