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CFS Investment Advisory Services’s CVS Health CVS Stock Holding History

CFS Investment Advisory 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 		$483K Buy
4,617
+19
+0.4% +$1.7K 0.03% 257
2026
Q1 		$355K Buy
4,598
+483
+12% +$37.2K 0.02% 291
2025
Q4 		$327K Buy
4,115
+10
+0.2% +$788 0.02% 277
2025
Q3 		$336K Buy
+4,105
New +$281K 0.03% 276
2022
Q2 		– Sell
-109,712
Closed -$1K – 282
2022
Q1 		$1K Buy
+109,712
New +$11.5M ﹤0.01% 326

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

CFS Investment Advisory Services's CVS Position: Q2 2026 in Review

CFS Investment Advisory Services increased its CVS Health (CVS) stake by 0.41% in Q2 2026, buying an estimated $1.7K and bringing the position to 4,617 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #257.

CFS Investment Advisory Services first reported a position in CVS in Q1 2022 and has held it in 5 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • CFS Investment Advisory Services held 4,617 shares of CVS Health worth $483K as of Q2 2026.
  • CFS Investment Advisory Services bought 19 CVS Health shares in Q2 2026, an estimated $1.7K.
  • CVS Health made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #257 holding.
  • CFS Investment Advisory Services first reported a position in CVS Health in Q1 2022 and has held it in 5 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.