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 		$51.8K Sell
500
-49,500
-99% -$4.42M ﹤0.01% 867
2026
Q1 		$35.1K Buy
50,000
+49,500
+9,900% +$3.81M ﹤0.01% 844
2025
Q4 		$39.7K Sell
500
-49,500
-99% -$3.9M ﹤0.01% 984
2025
Q3 		$37.7K Buy
50,000
+48,800
+4,067% +$3.34M ﹤0.01% 1017
2025
Q2 		$82.8K Buy
+1,200
New +$78.7K ﹤0.01% 968

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 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. 594 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.
  • 594 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.