Diversify Advisory Services’s CVS Health CVS Stock Holding History

Diversify Advisory 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	$3.61M	Buy	33,706 +22,337	+196%	+$1.99M	0.06%	263
2026 Q1	$954K	Sell	11,369 -8,426	-43%	-$649K	0.15%	71
2025 Q4	$1.56M	Buy	19,795 +1,494	+8%	+$118K	0.05%	267
2025 Q3	$1.44M	Buy	18,301 +3,407	+23%	+$233K	0.05%	279
2025 Q2	$976K	Buy	14,894 +6,260	+73%	+$410K	0.04%	338
2025 Q1	$561K	Sell	8,634 -640	-7%	-$38.3K	0.04%	338
2024 Q4	$445K	Sell	9,274 -19,027	-67%	-$1.07M	0.02%	380
2024 Q3	$1.61M	Buy	28,301 +1,800	+7%	+$105K	0.09%	189
2024 Q2	$1.53M	Sell	26,501 -11,044	-29%	-$691K	0.08%	185
2024 Q1	$2.99M	Buy	+37,545	New	+$2.87M	0.18%	125

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

Diversify Advisory Services's CVS Position: Q2 2026 in Review

Diversify Advisory Services increased its CVS Health (CVS) stake by 196% in Q2 2026, buying an estimated $1.99M and bringing the position to 33,706 shares worth $3.61M. The position accounts for 0.06% of the portfolio, ranked #263.

Diversify Advisory Services first reported a position in CVS in Q1 2024 and has held it in 10 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Diversify Advisory Services held 33,706 shares of CVS Health worth $3.61M as of Q2 2026.
Diversify Advisory Services bought 22,337 CVS Health shares in Q2 2026, an estimated $1.99M.
CVS Health made up 0.06% of Diversify Advisory Services's portfolio in Q2 2026, its #263 holding.
Diversify Advisory Services first reported a position in CVS Health in Q1 2024 and has held it in 10 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.