BCU Wealth Advisors’s CVS Health CVS Stock Holding History

BCU 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	$802K	Buy	7,753 +27	+0.3%	+$2.41K	0.27%	29
2026 Q1	$555K	Buy	7,726 +30	+0.4%	+$2.31K	0.21%	34
2025 Q4	$611K	Sell	7,696 -2,055	-21%	-$162K	0.23%	31
2025 Q3	$735K	Buy	9,751 +57	+0.6%	+$3.91K	0.3%	26
2025 Q2	$669K	Sell	9,694 -451	-4%	-$29.6K	0.3%	26
2025 Q1	$687K	Sell	10,145 -438	-4%	-$26.2K	0.36%	24
2024 Q4	$475K	Buy	10,583 +60	+0.6%	+$3.37K	0.27%	32
2024 Q3	$662K	Buy	10,523 +56	+0.5%	+$3.27K	0.39%	27
2024 Q2	$618K	Buy	10,467 +61	+0.6%	+$3.82K	0.46%	26
2024 Q1	$830K	Buy	10,406 +2,834	+37%	+$216K	0.7%	21
2023 Q4	$598K	Buy	+7,572	New	+$539K	0.65%	23

Other funds holding CVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 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

BCU Wealth Advisors's CVS Position: Q2 2026 in Review

BCU Wealth Advisors increased its CVS Health (CVS) stake by 0.35% in Q2 2026, buying an estimated $2.41K and bringing the position to 7,753 shares worth $802K. The position accounts for 0.27% of the portfolio, ranked #29.

BCU Wealth Advisors first reported a position in CVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $830K in Q1 2024. 443 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

BCU Wealth Advisors held 7,753 shares of CVS Health worth $802K as of Q2 2026.
BCU Wealth Advisors bought 27 CVS Health shares in Q2 2026, an estimated $2.41K.
CVS Health made up 0.27% of BCU Wealth Advisors's portfolio in Q2 2026, its #29 holding.
BCU Wealth Advisors first reported a position in CVS Health in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's CVS Health position peaked at $830K in Q1 2024.
443 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

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