AFC
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Ares Financial Consulting’s CVS Health CVS Stock Holding History

Ares Financial Consulting’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 		$77.8K Buy
752
+36
+5% +$3.21K 0.06% 171
2026
Q1 		$51.9K Buy
716
+353
+97% +$27.2K 0.04% 208
2025
Q4 		$28.8K Buy
+363
New +$28.6K 0.03% 216

Other funds holding CVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ares Financial Consulting's CVS Position: Q2 2026 in Review

Ares Financial Consulting increased its CVS Health (CVS) stake by 5% in Q2 2026, buying an estimated $3.21K and bringing the position to 752 shares worth $77.8K. The position accounts for 0.06% of the portfolio, ranked #171.

Ares Financial Consulting first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 1,124 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Ares Financial Consulting held 752 shares of CVS Health worth $77.8K as of Q2 2026.
  • Ares Financial Consulting bought 36 CVS Health shares in Q2 2026, an estimated $3.21K.
  • CVS Health made up 0.06% of Ares Financial Consulting's portfolio in Q2 2026, its #171 holding.
  • Ares Financial Consulting first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 1,124 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.