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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
Q2 		$3.37M Sell
32,607
-473
-1% -$42.2K 0.09% 173
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
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

Atomi Financial Group's CVS Position: Q2 2026 in Review

Atomi Financial Group reduced its CVS Health (CVS) stake by 1.4% in Q2 2026, selling an estimated $42.2K and leaving 32,607 shares worth $3.37M. The position accounts for 0.09% of the portfolio, ranked #173.

Atomi Financial Group first reported a position in CVS in Q1 2023 and has held it in 14 quarters since. 2,070 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Atomi Financial Group held 32,607 shares of CVS Health worth $3.37M as of Q2 2026.
  • Atomi Financial Group sold 473 CVS Health shares in Q2 2026, an estimated $42.2K.
  • CVS Health made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #173 holding.
  • Atomi Financial Group first reported a position in CVS Health in Q1 2023 and has held it in 14 quarters since.
  • 2,070 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.