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CLA (CliftonLarsonAllen) Wealth Advisors’s CVS Health CVS Stock Holding History

CLA (CliftonLarsonAllen) 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 		$1.15M Buy
+11,077
New +$989K 0.02% 186
2015
Q3 		– Sell
-2,357
Closed -$247K – 114
2015
Q2 		$247K Buy
+2,357
New +$241K 0.05% 143

Other funds holding CVS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CVS Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in CVS Health (CVS) in Q2 2026: 11,077 shares worth $1.15M. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in CVS as recently as Q2 2015.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CVS in Q2 2015 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 11,077 shares of CVS Health worth $1.15M as of Q2 2026.
  • CVS Health was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • CVS Health made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CVS Health in Q2 2015 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.