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Amara Financial’s CVS Health CVS Stock Holding History

Amara Financial’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 		$237K Sell
2,295
-3,337
-59% -$298K 0.14% 46
2026
Q1 		$404K Hold
5,632
– – 0.28% 31
2025
Q4 		$447K Hold
5,632
– – 0.31% 31
2025
Q3 		$425K Hold
5,632
– – 0.31% 31
2025
Q2 		$388K Hold
5,632
– – 0.34% 30
2025
Q1 		$382K Hold
5,632
– – 0.35% 31
2024
Q4 		$253K Hold
5,632
– – 0.23% 42
2024
Q3 		$354K Buy
+5,632
New +$329K 0.34% 31

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

Amara Financial's CVS Position: Q2 2026 in Review

Amara Financial reduced its CVS Health (CVS) stake by 59% in Q2 2026, selling an estimated $298K and leaving 2,295 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #46.

Amara Financial first reported a position in CVS in Q3 2024 and has held it in 8 quarters since. The position peaked at $447K in Q4 2025. 2,056 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Amara Financial held 2,295 shares of CVS Health worth $237K as of Q2 2026.
  • Amara Financial sold 3,337 CVS Health shares in Q2 2026, an estimated $298K.
  • CVS Health made up 0.14% of Amara Financial's portfolio in Q2 2026, its #46 holding.
  • Amara Financial first reported a position in CVS Health in Q3 2024 and has held it in 8 quarters since.
  • Amara Financial's CVS Health position peaked at $447K in Q4 2025.
  • 2,056 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.