Cedar Mountain Advisors’s CVS Health CVS Stock Holding History

Cedar Mountain 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	$45.1K	Hold	436	–	–	0.01%	192
2026 Q1	$31.3K	Buy	436 +65	+18%	+$5.01K	0.01%	213
2025 Q4	$29.4K	Hold	371	–	–	0.01%	154
2025 Q3	$28K	Hold	371	–	–	0.01%	154
2025 Q2	$25.6K	Hold	371	–	–	0.01%	141
2025 Q1	$25.1K	Hold	371	–	–	0.01%	138
2024 Q4	$16.7K	Buy	+371	New	+$20.8K	﹤0.01%	172
2023 Q1	–	Sell	-91	Closed	-$8.48K	–	305
2022 Q4	$8.48K	Hold	91	–	–	﹤0.01%	172
2022 Q3	$9K	Hold	91	–	–	﹤0.01%	162
2022 Q2	$8K	Hold	91	–	–	﹤0.01%	176
2022 Q1	$9K	Hold	91	–	–	﹤0.01%	180
2021 Q4	$9K	Hold	91	–	–	﹤0.01%	182
2021 Q3	$8K	Buy	+91	New	+$7.62K	﹤0.01%	187

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

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Cedar Mountain Advisors's CVS Position: Q2 2026 in Review

Cedar Mountain Advisors held its CVS Health (CVS) position steady in Q2 2026 at 436 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #192.

Cedar Mountain Advisors first reported a position in CVS in Q3 2021 and has held it in 13 quarters since. 348 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Cedar Mountain Advisors held 436 shares of CVS Health worth $45.1K as of Q2 2026.
Cedar Mountain Advisors left its CVS Health share count unchanged in Q2 2026.
CVS Health made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #192 holding.
Cedar Mountain Advisors first reported a position in CVS Health in Q3 2021 and has held it in 13 quarters since.
348 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.