DAS
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Dynamic Advisor Solutions’s CVS Health CVS Stock Holding History

Dynamic Advisor Solutions’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
2021
Q4 		– Sell
-1,700
Closed -$4K – 732
2021
Q3 		$4K Buy
+1,700
New +$142K ﹤0.01% 743

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Dynamic Advisor Solutions's CVS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its CVS Health (CVS) stake by 1.2% in Q2 2026, buying an estimated $39K and bringing the position to 36,441 shares worth $3.77M. The position accounts for 0.11% of the portfolio, ranked #204.

Dynamic Advisor Solutions first reported a position in CVS in Q4 2013 and has held it in 45 quarters since. The position peaked at $4.52M in Q4 2023. 431 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Dynamic Advisor Solutions held 36,441 shares of CVS Health worth $3.77M as of Q2 2026.
  • Dynamic Advisor Solutions bought 437 CVS Health shares in Q2 2026, an estimated $39K.
  • CVS Health made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #204 holding.
  • Dynamic Advisor Solutions first reported a position in CVS Health in Q4 2013 and has held it in 45 quarters since.
  • Dynamic Advisor Solutions's CVS Health position peaked at $4.52M in Q4 2023.
  • 431 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.