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Alpha Financial Advisors’s CVS Health CVS Stock Holding History

Alpha 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 		$232K Buy
+2,244
New +$200K 0.06% 89
2023
Q1 		– Sell
-2,147
Closed -$200K – 46
2022
Q4 		$200K Buy
+2,147
New +$207K 0.17% 43

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

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

Alpha Financial Advisors opened a new position in CVS Health (CVS) in Q2 2026: 2,244 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #89 among its holdings. This is a return to the name: Alpha Financial Advisors previously reported a position in CVS as recently as Q4 2022.

Alpha Financial Advisors first reported a position in CVS in Q4 2022 and has held it in 2 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Alpha Financial Advisors held 2,244 shares of CVS Health worth $232K as of Q2 2026.
  • CVS Health was a new Alpha Financial Advisors position in Q2 2026.
  • CVS Health made up 0.06% of Alpha Financial Advisors's portfolio in Q2 2026, its #89 holding.
  • Alpha Financial Advisors first reported a position in CVS Health in Q4 2022 and has held it in 2 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.