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Cypress Wealth Services’s CVS Health CVS Stock Holding History

Cypress Wealth 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 		$298K Buy
2,885
+8
+0.3% +$714 0.04% 345
2026
Q1 		$207K Sell
2,877
-12
-0.4% -$924 0.03% 378
2025
Q4 		$229K Buy
+2,889
New +$228K 0.03% 351
2024
Q2 		– Sell
-2,976
Closed -$237K – 262
2024
Q1 		$237K Buy
2,976
+139
+5% +$10.6K 0.06% 227
2023
Q4 		$224K Sell
2,837
-529
-16% -$37.6K 0.06% 220
2023
Q3 		$235K Buy
3,366
+89
+3% +$6.31K 0.07% 208
2023
Q2 		$233K Buy
3,277
+158
+5% +$11.2K 0.06% 210
2023
Q1 		$232K Buy
3,119
+137
+5% +$11.5K 0.07% 214
2022
Q4 		$278K Buy
2,982
+255
+9% +$24.6K 0.09% 192
2022
Q3 		$241K Sell
2,727
-377
-12% -$37.3K 0.08% 192
2022
Q2 		$288K Buy
3,104
+3
+0.1% +$293 0.09% 177
2022
Q1 		$314K Buy
3,101
+57
+2% +$5.99K 0.09% 177
2021
Q4 		$314K Buy
3,044
+42
+1% +$3.88K 0.09% 170
2021
Q3 		$255K Sell
3,002
-618
-17% -$51.8K 0.08% 186
2021
Q2 		$302K Sell
3,620
-18
-0.5% -$1.47K 0.08% 198
2021
Q1 		$274K Buy
3,638
+152
+4% +$11.1K 0.06% 236
2020
Q4 		$238K Buy
+3,486
New +$227K 0.05% 245

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Cypress Wealth Services's CVS Position: Q2 2026 in Review

Cypress Wealth Services increased its CVS Health (CVS) stake by 0.28% in Q2 2026, buying an estimated $714 and bringing the position to 2,885 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #345.

Cypress Wealth Services first reported a position in CVS in Q4 2020 and has held it in 17 quarters since. The position peaked at $314K in Q1 2022. 639 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Cypress Wealth Services held 2,885 shares of CVS Health worth $298K as of Q2 2026.
  • Cypress Wealth Services bought 8 CVS Health shares in Q2 2026, an estimated $714.
  • CVS Health made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #345 holding.
  • Cypress Wealth Services first reported a position in CVS Health in Q4 2020 and has held it in 17 quarters since.
  • Cypress Wealth Services's CVS Health position peaked at $314K in Q1 2022.
  • 639 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.