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Bedel Financial Consulting’s CVS Health CVS Stock Holding History

Bedel Financial Consulting’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 		$228K Buy
+2,209
New +$197K 0.02% 284
2022
Q2 		– Sell
-1,052
Closed -$106K – 351
2022
Q1 		$106K Sell
1,052
-155
-13% -$16.3K 0.03% 266
2021
Q4 		$125K Buy
1,207
+48
+4% +$4.44K 0.04% 247
2021
Q3 		$98K Hold
1,159
– – 0.03% 273
2021
Q2 		$97K Buy
1,159
+316
+37% +$25.9K 0.03% 277
2021
Q1 		$63K Sell
843
-21
-2% -$1.53K 0.02% 335
2020
Q4 		$59K Buy
864
+100
+13% +$6.5K 0.03% 293
2020
Q3 		$45K Sell
764
-3
-0.4% -$187 0.02% 312
2020
Q2 		$50K Sell
767
-512
-40% -$32.2K 0.03% 277
2020
Q1 		$76K Sell
1,279
-1,385
-52% -$92.5K 0.05% 218
2019
Q4 		$198K Sell
2,664
-50
-2% -$3.51K 0.11% 142
2019
Q3 		$171K Hold
2,714
– – 0.1% 153
2019
Q2 		$148K Sell
2,714
-183
-6% -$9.86K 0.09% 163
2019
Q1 		$156K Buy
2,897
+500
+21% +$30.9K 0.1% 151
2018
Q4 		$157K Buy
2,397
+42
+2% +$3.13K 0.11% 141
2018
Q3 		$173K Buy
2,355
+76
+3% +$5.43K 0.12% 151
2018
Q2 		$147K Buy
2,279
+267
+13% +$17.6K 0.11% 159
2018
Q1 		$125K Buy
+2,012
New +$144K 0.1% 176

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 $3.38T AUM 44.17% 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

Bedel Financial Consulting's CVS Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in CVS Health (CVS) in Q2 2026: 2,209 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings. This is a return to the name: Bedel Financial Consulting previously reported a position in CVS as recently as Q1 2022.

Bedel Financial Consulting first reported a position in CVS in Q1 2018 and has held it in 18 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Bedel Financial Consulting held 2,209 shares of CVS Health worth $228K as of Q2 2026.
  • CVS Health was a new Bedel Financial Consulting position in Q2 2026.
  • CVS Health made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #284 holding.
  • Bedel Financial Consulting first reported a position in CVS Health in Q1 2018 and has held it in 18 quarters since.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.