BFS
CVS icon

Bare Financial Services’s CVS Health CVS Stock Holding History

Bare Financial Services’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 		$1.34K Sell
13
-6
-32% -$536 ﹤0.01% 1263
2026
Q1 		$1.36K Sell
19
-21
-53% -$1.62K ﹤0.01% 1122
2025
Q4 		$3.17K Buy
40
+16
+67% +$1.26K ﹤0.01% 701
2025
Q3 		$1.81K Buy
24
+6
+33% +$411 ﹤0.01% 838
2025
Q2 		$1.24K Buy
+18
New +$1.18K ﹤0.01% 852

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

Bare Financial Services's CVS Position: Q2 2026 in Review

Bare Financial Services reduced its CVS Health (CVS) stake by 32% in Q2 2026, selling an estimated $536 and leaving 13 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Bare Financial Services first reported a position in CVS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.17K in Q4 2025. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Bare Financial Services held 13 shares of CVS Health worth $1.34K as of Q2 2026.
  • Bare Financial Services sold 6 CVS Health shares in Q2 2026, an estimated $536.
  • CVS Health made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1263 holding.
  • Bare Financial Services first reported a position in CVS Health in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's CVS Health position peaked at $3.17K in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.