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Apella Capital’s CVS Health CVS Stock Holding History

Apella Capital’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 		$724K Buy
6,940
+117
+2% +$10.4K 0.01% 412
2026
Q1 		$527K Buy
6,823
+1,877
+38% +$145K 0.01% 455
2025
Q4 		$392K Sell
4,946
-30
-0.6% -$2.37K 0.01% 401
2025
Q3 		$405K Buy
4,976
+1,019
+26% +$69.8K 0.01% 358
2025
Q2 		$264K Buy
3,957
+119
+3% +$7.8K 0.01% 373
2025
Q1 		$269K Buy
+3,838
New +$230K 0.01% 322
2024
Q4 		– Sell
-3,998
Closed -$249K – 346
2024
Q3 		$249K Buy
+3,998
New +$233K 0.01% 288
2024
Q2 		– Sell
-3,425
Closed -$251K – 313
2024
Q1 		$251K Buy
3,425
+47
+1% +$3.59K 0.01% 263
2023
Q4 		$272K Buy
3,378
+136
+4% +$9.68K 0.02% 248
2023
Q3 		$226K Sell
3,242
-278
-8% -$19.7K 0.02% 241
2023
Q2 		$243K Buy
+3,520
New +$250K 0.02% 233
2022
Q4 		$314K Buy
3,369
+166
+5% +$16K 0.03% 190
2022
Q3 		$305K Sell
3,203
-1,499
-32% -$148K 0.04% 169
2022
Q2 		$436K Buy
4,702
+2,007
+74% +$196K 0.05% 151
2022
Q1 		$273K Buy
+2,695
New +$283K 0.04% 173

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Apella Capital's CVS Position: Q2 2026 in Review

Apella Capital increased its CVS Health (CVS) stake by 1.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 6,940 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #412.

Apella Capital first reported a position in CVS in Q1 2022 and has held it in 15 quarters since. 354 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Apella Capital held 6,940 shares of CVS Health worth $724K as of Q2 2026.
  • Apella Capital bought 117 CVS Health shares in Q2 2026, an estimated $10.4K.
  • CVS Health made up 0.01% of Apella Capital's portfolio in Q2 2026, its #412 holding.
  • Apella Capital first reported a position in CVS Health in Q1 2022 and has held it in 15 quarters since.
  • 354 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.