AIM
CVS icon

Advyzon Investment Management’s CVS Health CVS Stock Holding History

Advyzon Investment Management’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 		$720K Sell
6,959
-2,127
-23% -$190K 0.05% 347
2026
Q1 		$653K Buy
9,086
+3,401
+60% +$262K 0.06% 318
2025
Q4 		$451K Buy
5,685
+1,704
+43% +$134K 0.05% 347
2025
Q3 		$300K Buy
3,981
+855
+27% +$58.6K 0.05% 329
2025
Q2 		$216K Buy
3,126
+81
+3% +$5.31K 0.05% 349
2025
Q1 		$206K Buy
+3,045
New +$182K 0.07% 251

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

Advyzon Investment Management's CVS Position: Q2 2026 in Review

Advyzon Investment Management reduced its CVS Health (CVS) stake by 23% in Q2 2026, selling an estimated $190K and leaving 6,959 shares worth $720K. The position accounts for 0.05% of the portfolio, ranked #347.

Advyzon Investment Management first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Advyzon Investment Management held 6,959 shares of CVS Health worth $720K as of Q2 2026.
  • Advyzon Investment Management sold 2,127 CVS Health shares in Q2 2026, an estimated $190K.
  • CVS Health made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #347 holding.
  • Advyzon Investment Management first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.