DecisionPoint Financial’s CVS Health CVS Stock Holding History

DecisionPoint Financial’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	$5.76K	Sell	55 -3	-5%	-$268	﹤0.01%	227
2026 Q1	$4.17K	Hold	58	–	–	﹤0.01%	233
2025 Q4	$4.6K	Hold	58	–	–	﹤0.01%	255
2025 Q3	$4.46K	Hold	58	–	–	﹤0.01%	178
2025 Q2	$4.04K	Buy	+58	New	+$3.8K	﹤0.01%	192
2024 Q4	–	Sell	-1,000	Closed	-$62.9K	–	264
2024 Q3	$62.9K	Hold	1,000	–	–	0.02%	67
2024 Q2	$60.3K	Hold	1,000	–	–	0.02%	69
2024 Q1	$67.2K	Hold	1,000	–	–	0.03%	69
2023 Q4	$79K	Hold	1,000	–	–	0.03%	58
2023 Q3	$69.8K	Hold	1,000	–	–	0.04%	50
2023 Q2	$69.1K	Hold	1,000	–	–	0.04%	54
2023 Q1	$74.3K	Hold	1,000	–	–	0.04%	50
2022 Q4	$93.2K	Buy	+1,000	New	+$96.5K	0.06%	34

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DecisionPoint Financial's CVS Position: Q2 2026 in Review

DecisionPoint Financial reduced its CVS Health (CVS) stake by 5.2% in Q2 2026, selling an estimated $268 and leaving 55 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

DecisionPoint Financial first reported a position in CVS in Q4 2022 and has held it in 13 quarters since. The position peaked at $93.2K in Q4 2022. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

DecisionPoint Financial held 55 shares of CVS Health worth $5.76K as of Q2 2026.
DecisionPoint Financial sold 3 CVS Health shares in Q2 2026, an estimated $268.
CVS Health made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #227 holding.
DecisionPoint Financial first reported a position in CVS Health in Q4 2022 and has held it in 13 quarters since.
DecisionPoint Financial's CVS Health position peaked at $93.2K in Q4 2022.
2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.