DFA
CVS icon

DHJJ Financial Advisors’s CVS Health CVS Stock Holding History

DHJJ Financial 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
Q1 		$12.5K Buy
175
+1
+0.6% +$77 ﹤0.01% 588
2025
Q4 		$13.8K Hold
174
– – ﹤0.01% 542
2025
Q3 		$13.1K Buy
174
+1
+0.6% +$69 ﹤0.01% 532
2025
Q2 		$12K Hold
173
– – ﹤0.01% 526
2025
Q1 		$11.7K Buy
173
+1
+0.6% +$60 ﹤0.01% 483
2024
Q4 		$7.74K Hold
172
– – ﹤0.01% 521
2024
Q3 		$10.8K Hold
172
– – ﹤0.01% 489
2024
Q2 		$10.2K Hold
172
– – ﹤0.01% 457
2024
Q1 		$13.7K Hold
172
– – 0.01% 407
2023
Q4 		$13.6K Hold
172
– – 0.01% 406
2023
Q3 		$12K Buy
+172
New +$12.2K 0.01% 415

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DHJJ Financial Advisors's CVS Position: Q1 2026 in Review

DHJJ Financial Advisors increased its CVS Health (CVS) stake by 0.57% in Q1 2026, buying an estimated $77 and bringing the position to 175 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

DHJJ Financial Advisors first reported a position in CVS in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.8K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • DHJJ Financial Advisors held 175 shares of CVS Health worth $12.5K as of Q1 2026.
  • DHJJ Financial Advisors bought 1 CVS Health share in Q1 2026, an estimated $77.
  • CVS Health made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #588 holding.
  • DHJJ Financial Advisors first reported a position in CVS Health in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's CVS Health position peaked at $13.8K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.