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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
Q2 		$18.1K Hold
175
– – 0.01% 550
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 $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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's CVS Position: Q2 2026 in Review

DHJJ Financial Advisors held its CVS Health (CVS) position steady in Q2 2026 at 175 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #550.

DHJJ Financial Advisors first reported a position in CVS in Q3 2023 and has held it in 12 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • DHJJ Financial Advisors held 175 shares of CVS Health worth $18.1K as of Q2 2026.
  • DHJJ Financial Advisors left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #550 holding.
  • DHJJ Financial Advisors first reported a position in CVS Health in Q3 2023 and has held it in 12 quarters since.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.