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CV Advisors’s CVS Health CVS Stock Holding History

CV 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 		$1.54M Buy
+14,856
New +$1.33M 0.28% 41

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
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
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

CV Advisors's CVS Position: Q2 2026 in Review

CV Advisors opened a new position in CVS Health (CVS) in Q2 2026: 14,856 shares worth $1.54M. The stake represents 0.28% of the portfolio and ranks #41 among its holdings.

486 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • CV Advisors held 14,856 shares of CVS Health worth $1.54M as of Q2 2026.
  • CVS Health was a new CV Advisors position in Q2 2026.
  • CVS Health made up 0.28% of CV Advisors's portfolio in Q2 2026, its #41 holding.
  • 486 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.