Creative Financial Designs’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $248K | Buy |
2,399
+77
| +3% | +$6.87K | 0.01% | 562 |
|
|
2026
Q1 | $167K | Buy |
2,322
+199
| +9% | +$15.3K | 0.01% | 556 |
|
|
2025
Q4 | $168K | Hold |
2,123
| – | – | 0.01% | 509 |
|
|
2025
Q3 | $160K | Buy |
2,123
+5
| +0.2% | +$343 | 0.01% | 525 |
|
|
2025
Q2 | $146K | Buy |
2,118
+92
| +5% | +$6.03K | 0.01% | 574 |
|
|
2025
Q1 | $137K | Buy |
2,026
+574
| +40% | +$34.4K | 0.01% | 541 |
|
|
2024
Q4 | $65.2K | Sell |
1,452
-3,317
| -70% | -$186K | 0.01% | 706 |
|
|
2024
Q3 | $300K | Sell |
4,769
-122
| -2% | -$7.12K | 0.03% | 365 |
|
|
2024
Q2 | $289K | Buy |
4,891
+2,109
| +76% | +$132K | 0.03% | 363 |
|
|
2024
Q1 | $222K | Sell |
2,782
-131
| -4% | -$10K | 0.02% | 393 |
|
|
2023
Q4 | $230K | Buy |
2,913
+196
| +7% | +$13.9K | 0.02% | 361 |
|
|
2023
Q3 | $190K | Buy |
2,717
+113
| +4% | +$8.01K | 0.02% | 346 |
|
|
2023
Q2 | $180K | Buy |
2,604
+113
| +5% | +$8.04K | 0.02% | 361 |
|
|
2023
Q1 | $185K | Sell |
2,491
-13
| -0.5% | -$1.09K | 0.02% | 339 |
|
|
2022
Q4 | $233K | Sell |
2,504
-6
| -0.2% | -$579 | 0.03% | 290 |
|
|
2022
Q3 | $239K | Buy |
2,510
+377
| +18% | +$37.3K | 0.04% | 271 |
|
|
2022
Q2 | $198K | Sell |
2,133
-5,169
| -71% | -$504K | 0.03% | 292 |
|
|
2022
Q1 | $739K | Buy |
7,302
+3
| +0% | +$315 | 0.11% | 149 |
|
|
2021
Q4 | $753K | Sell |
7,299
-6,562
| -47% | -$606K | 0.11% | 147 |
|
|
2021
Q3 | $1.18M | Buy |
13,861
+1,447
| +12% | +$121K | 0.19% | 105 |
|
|
2021
Q2 | $1.04M | Buy |
12,414
+89
| +0.7% | +$7.29K | 0.18% | 108 |
|
|
2021
Q1 | $927K | Buy |
12,325
+398
| +3% | +$29K | 0.18% | 106 |
|
|
2020
Q4 | $815K | Buy |
11,927
+172
| +1% | +$11.2K | 0.17% | 98 |
|
|
2020
Q3 | $686K | Sell |
11,755
-239
| -2% | -$14.9K | 0.17% | 107 |
|
|
2020
Q2 | $779K | Buy |
11,994
+1,348
| +13% | +$84.9K | 0.24% | 78 |
|
|
2020
Q1 | $632K | Sell |
10,646
-5,225
| -33% | -$349K | 0.33% | 57 |
|
|
2019
Q4 | $1.18M | Sell |
15,871
-500
| -3% | -$35.1K | 0.53% | 51 |
|
|
2019
Q3 | $1.01M | Buy |
16,371
+585
| +4% | +$34.7K | 0.54% | 46 |
|
|
2019
Q2 | $873K | Buy |
15,786
+3,618
| +30% | +$195K | 0.47% | 49 |
|
|
2019
Q1 | $656K | Buy |
12,168
+6,408
| +111% | +$396K | 0.39% | 57 |
|
|
2018
Q4 | $377K | Buy |
5,760
+17
| +0.3% | +$1.27K | 0.27% | 73 |
|
|
2018
Q3 | $452K | Buy |
5,743
+675
| +13% | +$48.3K | 0.26% | 74 |
|
|
2018
Q2 | $326K | Buy |
5,068
+243
| +5% | +$16K | 0.19% | 101 |
|
|
2018
Q1 | $300K | Buy |
4,825
+412
| +9% | +$29.6K | 0.19% | 97 |
|
|
2017
Q4 | $320K | Buy |
4,413
+204
| +5% | +$14.8K | 0.22% | 89 |
|
|
2017
Q3 | $342K | Buy |
4,209
+585
| +16% | +$46.3K | 0.2% | 105 |
|
|
2017
Q2 | $292K | Sell |
3,624
-216
| -6% | -$17.1K | 0.19% | 108 |
|
|
2017
Q1 | $301K | Buy |
3,840
+1,082
| +39% | +$86.4K | 0.22% | 107 |
|
|
2016
Q4 | $218K | Buy |
+2,758
| New | +$223K | 0.18% | 114 |
|
Other funds holding CVS
Creative Financial Designs's CVS Position: Q2 2026 in Review
Creative Financial Designs increased its CVS Health (CVS) stake by 3.3% in Q2 2026, buying an estimated $6.87K and bringing the position to 2,399 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #562.
Creative Financial Designs first reported a position in CVS in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.18M in Q4 2019. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.
- Creative Financial Designs held 2,399 shares of CVS Health worth $248K as of Q2 2026.
- Creative Financial Designs bought 77 CVS Health shares in Q2 2026, an estimated $6.87K.
- CVS Health made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #562 holding.
- Creative Financial Designs first reported a position in CVS Health in Q4 2016 and has held it in 39 quarters since.
- Creative Financial Designs's CVS Health position peaked at $1.18M in Q4 2019.
- 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.