CFO
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CVA Family Office’s CVS Health CVS Stock Holding History

CVA Family Office’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 		$377K Buy
3,640
+138
+4% +$12.3K 0.03% 234
2026
Q1 		$252K Sell
3,502
-1,800
-34% -$139K 0.03% 283
2025
Q4 		$421K Sell
5,302
-251
-5% -$19.8K 0.05% 189
2025
Q3 		$419K Sell
5,553
-203
-4% -$13.9K 0.05% 195
2025
Q2 		$397K Buy
5,756
+420
+8% +$27.5K 0.06% 195
2025
Q1 		$362K Buy
5,336
+1,614
+43% +$96.6K 0.06% 198
2024
Q4 		$167K Buy
3,722
+370
+11% +$20.8K 0.03% 297
2024
Q3 		$211K Sell
3,352
-598
-15% -$34.9K 0.03% 254
2024
Q2 		$233K Sell
3,950
-1,708
-30% -$107K 0.04% 221
2024
Q1 		$451K Buy
5,658
+7
+0.1% +$535 0.08% 156
2023
Q4 		$446K Buy
5,651
+439
+8% +$31.2K 0.09% 141
2023
Q3 		$364K Sell
5,212
-78
-1% -$5.53K 0.08% 147
2023
Q2 		$366K Buy
5,290
+539
+11% +$38.4K 0.08% 152
2023
Q1 		$353K Buy
4,751
+309
+7% +$25.9K 0.08% 150
2022
Q4 		$414K Sell
4,442
-100
-2% -$9.65K 0.1% 130
2022
Q3 		$433K Buy
4,542
+2,125
+88% +$210K 0.12% 111
2022
Q2 		$224K Sell
2,417
-420
-15% -$41K 0.06% 157
2022
Q1 		$287K Buy
2,837
+760
+37% +$79.8K 0.07% 144
2021
Q4 		$214K Buy
2,077
+1,620
+354% +$150K 0.05% 162
2021
Q3 		$27K Sell
457
-1,410
-76% -$118K 0.02% 236
2021
Q2 		$156K Buy
1,867
+595
+47% +$48.7K 0.04% 178
2021
Q1 		$96K Buy
1,272
+815
+178% +$59.4K 0.04% 183
2020
Q4 		$31K Hold
457
– – 0.02% 235
2020
Q3 		$27K Buy
457
+290
+174% +$18K 0.02% 236
2020
Q2 		$11K Hold
167
– – 0.01% 251
2020
Q1 		$10K Buy
+167
New +$11.1K 0.01% 237

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

CVA Family Office's CVS Position: Q2 2026 in Review

CVA Family Office increased its CVS Health (CVS) stake by 3.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,640 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #234.

CVA Family Office first reported a position in CVS in Q1 2020 and has held it in 26 quarters since. The position peaked at $451K in Q1 2024. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • CVA Family Office held 3,640 shares of CVS Health worth $377K as of Q2 2026.
  • CVA Family Office bought 138 CVS Health shares in Q2 2026, an estimated $12.3K.
  • CVS Health made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #234 holding.
  • CVA Family Office first reported a position in CVS Health in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's CVS Health position peaked at $451K in Q1 2024.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.