Atomi Financial Group’s CVS Health CVS Stock Holding History

Atomi Financial Group’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 Q1	$2.38M	Sell	33,080 -854	-3%	-$65.8K	0.07%	213
2025 Q4	$2.69M	Buy	33,934 +11,209	+49%	+$884K	0.08%	188
2025 Q3	$1.71M	Buy	22,725 +1,481	+7%	+$101K	0.06%	231
2025 Q2	$1.47M	Sell	21,244 -979	-4%	-$64.2K	0.06%	243
2025 Q1	$1.51M	Buy	22,223 +7,694	+53%	+$460K	0.07%	209
2024 Q4	$652K	Sell	14,529 -5,855	-29%	-$328K	0.03%	379
2024 Q3	$1.28M	Buy	20,384 +2,127	+12%	+$124K	0.08%	196
2024 Q2	$1.08M	Sell	18,257 -299	-2%	-$18.7K	0.08%	196
2024 Q1	$1.48M	Buy	18,556 +3,645	+24%	+$278K	0.14%	139
2023 Q4	$1.18M	Buy	14,911 +3,645	+32%	+$259K	0.16%	122
2023 Q3	$787K	Sell	11,266 -4,101	-27%	-$291K	0.26%	102
2023 Q2	$1.06M	Buy	15,367 +7,766	+102%	+$553K	0.48%	52
2023 Q1	$565K	Buy	+7,601	New	+$637K	0.32%	89

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atomi Financial Group's CVS Position: Q1 2026 in Review

Atomi Financial Group reduced its CVS Health (CVS) stake by 2.5% in Q1 2026, selling an estimated $65.8K and leaving 33,080 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #213.

Atomi Financial Group first reported a position in CVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.69M in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Atomi Financial Group held 33,080 shares of CVS Health worth $2.38M as of Q1 2026.
Atomi Financial Group sold 854 CVS Health shares in Q1 2026, an estimated $65.8K.
CVS Health made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #213 holding.
Atomi Financial Group first reported a position in CVS Health in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's CVS Health position peaked at $2.69M in Q4 2025.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.