Arax Advisory Partners’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.58M Buy
73,240
+61,999
+552% +$5.53M 0.05% 370
2026
Q1
$807K Sell
11,241
-11,495
-51% -$885K 0.02% 480
2025
Q4
$1.8M Sell
22,736
-94,303
-81% -$7.43M 0.05% 260
2025
Q3
$8.82M Buy
117,039
+114,408
+4,348% +$7.84M 0.13% 120
2025
Q2
$185K Buy
2,631
+1,635
+164% +$107K 0.01% 678
2025
Q1
$67.5K Sell
996
-1,556
-61% -$93.1K ﹤0.01% 849
2024
Q4
$115K Buy
2,552
+569
+29% +$31.9K 0.01% 637
2024
Q3
$125K Sell
1,983
-132
-6% -$7.7K 0.01% 450
2024
Q2
$125K Buy
2,115
+1,995
+1,663% +$125K 0.01% 431
2024
Q1
$9.59K Sell
120
-19
-14% -$1.45K ﹤0.01% 782
2023
Q4
$11K Sell
139
-7
-5% -$498 ﹤0.01% 752
2023
Q3
$10.2K Sell
146
-49
-25% -$3.47K ﹤0.01% 716
2023
Q2
$13.5K Buy
195
+40
+26% +$2.85K ﹤0.01% 657
2023
Q1
$11.5K Buy
155
+31
+25% +$2.6K ﹤0.01% 666
2022
Q4
$11.6K Sell
124
-160
-56% -$15.4K ﹤0.01% 630
2022
Q3
$27K Buy
284
+146
+106% +$14.5K ﹤0.01% 521
2022
Q2
$13K Buy
138
+25
+22% +$2.44K ﹤0.01% 615
2022
Q1
$11K Buy
113
+63
+126% +$6.62K ﹤0.01% 640
2021
Q4
$5K Buy
50
+25
+100% +$2.31K ﹤0.01% 754
2021
Q3
$2K Sell
25
-200
-89% -$16.8K ﹤0.01% 839
2021
Q2
$19K Buy
+225
New +$18.4K ﹤0.01% 583
2020
Q4
$29K Sell
425
-77
-15% -$5.01K ﹤0.01% 467
2020
Q3
$29K Sell
502
-1,501
-75% -$93.4K ﹤0.01% 438
2020
Q2
$130K Hold
2,003
0.02% 217
2020
Q1
$119K Buy
2,003
+25
+1% +$1.67K 0.03% 207
2019
Q4
$147K Hold
1,978
0.04% 198
2019
Q3
$125K Sell
1,978
-1,021
-34% -$60.5K 0.04% 212
2019
Q2
$163K Buy
+2,999
New +$162K 0.05% 166
2018
Q4
$183K Buy
2,796
+755
+37% +$56.4K 0.07% 132
2018
Q3
$161K Buy
2,041
+553
+37% +$39.5K 0.06% 137
2018
Q2
$95K Buy
1,488
+114
+8% +$7.51K 0.04% 161
2018
Q1
$85K Sell
1,374
-886
-39% -$63.6K 0.04% 150
2017
Q4
$163K Sell
2,260
-352
-13% -$25.6K 0.07% 113
2017
Q3
$212K Sell
2,612
-180
-6% -$14.2K 0.1% 85
2017
Q2
$225K Buy
2,792
+536
+24% +$42.3K 0.11% 82
2017
Q1
$177K Buy
2,256
+734
+48% +$58.6K 0.09% 76
2016
Q4
$120K Buy
+1,522
New +$123K 0.06% 102

Other funds holding CVS

Arax Advisory Partners's CVS Position: Q2 2026 in Review

Arax Advisory Partners increased its CVS Health (CVS) stake by 552% in Q2 2026, buying an estimated $5.53M and bringing the position to 73,240 shares worth $7.58M. The position accounts for 0.05% of the portfolio, ranked #370.

Arax Advisory Partners first reported a position in CVS in Q4 2016 and has held it in 37 quarters since. The position peaked at $8.82M in Q3 2025. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Arax Advisory Partners held 73,240 shares of CVS Health worth $7.58M as of Q2 2026.
  • Arax Advisory Partners bought 61,999 CVS Health shares in Q2 2026, an estimated $5.53M.
  • CVS Health made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #370 holding.
  • Arax Advisory Partners first reported a position in CVS Health in Q4 2016 and has held it in 37 quarters since.
  • Arax Advisory Partners's CVS Health position peaked at $8.82M in Q3 2025.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.