BRWA
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B. Riley Wealth Advisors’s CVS Health CVS Stock Holding History

B. Riley Wealth Advisors’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 		$1.55M Sell
14,925
-969
-6% -$86.5K 0.08% 218
2026
Q1 		$1.11M Sell
15,894
-709
-4% -$54.6K 0.07% 265
2025
Q4 		$1.32M Sell
16,603
-2,085
-11% -$164K 0.06% 288
2025
Q3 		$1.41M Buy
18,688
+69
+0.4% +$4.73K 0.07% 276
2025
Q2 		$1.28M Buy
+18,619
New +$1.22M 0.06% 293
2024
Q4 		$1.24M Sell
27,518
-20,484
-43% -$1.15M 0.04% 390
2024
Q3 		$3.02M Sell
48,002
-4,547
-9% -$265K 0.08% 232
2024
Q2 		$3.1M Sell
52,549
-27,327
-34% -$1.71M 0.08% 237
2024
Q1 		$5.58M Buy
79,876
+18,093
+29% +$1.38M 0.15% 144
2023
Q4 		$4.88M Sell
61,783
-18,093
-23% -$1.29M 0.13% 172
2023
Q3 		$5.58M Sell
79,876
-167,573
-68% -$11.9M 0.15% 144
2023
Q2 		$17.1M Buy
247,449
+161,725
+189% +$11.5M 0.38% 52
2023
Q1 		$6.37M Sell
85,724
-1,228
-1% -$103K 0.17% 139
2022
Q4 		$8.1M Buy
86,952
+2,580
+3% +$249K 0.23% 95
2022
Q3 		$8.05M Buy
84,372
+15,111
+22% +$1.5M 0.24% 89
2022
Q2 		$6.42M Sell
69,261
-2,476
-3% -$242K 0.27% 82
2022
Q1 		$7.26M Sell
71,737
-1,711
-2% -$180K 0.24% 89
2021
Q4 		$7.58M Buy
73,448
+2,009
+3% +$186K 0.22% 98
2021
Q3 		$6.06M Buy
71,439
+5,871
+9% +$492K 0.19% 110
2021
Q2 		$5.45M Sell
65,568
-20,656
-24% -$1.69M 0.18% 136
2021
Q1 		$6.47M Buy
86,224
+30,428
+55% +$2.22M 0.23% 98
2020
Q4 		$3.81M Sell
55,796
-14,567
-21% -$947K 0.2% 115
2020
Q3 		$4.18M Buy
70,363
+10,031
+17% +$624K 0.22% 102
2020
Q2 		$3.92M Buy
60,332
+332
+0.6% +$20.9K 0.26% 98
2020
Q1 		$3.56M Buy
60,000
+8,777
+17% +$586K 0.3% 76
2019
Q4 		$3.81M Buy
51,223
+1,350
+3% +$94.8K 0.32% 73
2019
Q3 		$3.15M Buy
49,873
+13,090
+36% +$776K 0.31% 69
2019
Q2 		$2.01M Buy
36,783
+19,652
+115% +$1.06M 0.22% 93
2019
Q1 		$925K Buy
17,131
+6,163
+56% +$380K 0.12% 195
2018
Q4 		$720K Buy
10,968
+3,162
+41% +$236K 0.1% 214
2018
Q3 		$616K Buy
7,806
+1,002
+15% +$71.6K 0.07% 296
2018
Q2 		$440K Sell
6,804
-653
-9% -$43K 0.06% 359
2018
Q1 		$466K Sell
7,457
-153
-2% -$11K 0.07% 327
2017
Q4 		$554K Sell
7,610
-539
-7% -$39.2K 0.07% 289
2017
Q3 		$665K Sell
8,149
-4,362
-35% -$345K 0.11% 205
2017
Q2 		$1.01M Sell
12,511
-1,155
-8% -$91.2K 0.18% 147
2017
Q1 		$1.07M Sell
13,666
-1,838
-12% -$147K 0.21% 123
2016
Q4 		$1.23M Sell
15,504
-109
-0.7% -$8.82K 0.25% 106
2016
Q3 		$1.39M Sell
15,613
-1,661
-10% -$157K 0.27% 91
2016
Q2 		$1.66M Buy
17,274
+1,193
+7% +$119K 0.33% 63
2016
Q1 		$1.67M Sell
16,081
-1,955
-11% -$190K 0.39% 63
2015
Q4 		$1.76M Buy
18,036
+2,328
+15% +$228K 0.36% 69
2015
Q3 		$1.52M Buy
15,708
+2,120
+16% +$223K 0.36% 62
2015
Q2 		$1.43M Sell
13,588
-1,549
-10% -$158K 0.35% 66
2015
Q1 		$1.56M Sell
15,137
-2,779
-16% -$281K 0.38% 60
2014
Q4 		$14.4K Buy
17,916
+11,905
+198% +$1.05M 0.31% 52
2014
Q3 		$478K Sell
6,011
-12,935
-68% -$1.02M 0.12% 217
2014
Q2 		$1.05M Buy
18,946
+14,219
+301% +$1.07M 0.25% 82
2014
Q1 		$354K Buy
4,727
+1,865
+65% +$132K 0.11% 229
2013
Q4 		$205K Sell
2,862
-358
-11% -$23K 0.07% 339
2013
Q3 		$183K Buy
3,220
+194
+6% +$11.6K 0.06% 362
2013
Q2 		$173K Buy
+3,026
New +$175K 0.06% 390

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

B. Riley Wealth Advisors's CVS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its CVS Health (CVS) stake by 6.1% in Q2 2026, selling an estimated $86.5K and leaving 14,925 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #218.

B. Riley Wealth Advisors first reported a position in CVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.1M in Q2 2023. 458 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • B. Riley Wealth Advisors held 14,925 shares of CVS Health worth $1.55M as of Q2 2026.
  • B. Riley Wealth Advisors sold 969 CVS Health shares in Q2 2026, an estimated $86.5K.
  • CVS Health made up 0.08% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • B. Riley Wealth Advisors first reported a position in CVS Health in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's CVS Health position peaked at $17.1M in Q2 2023.
  • 458 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.