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Elevated Capital Advisors’s CVS Health CVS Stock Holding History

Elevated Capital 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 		$429K Sell
4,145
-5,863
-59% -$523K 0.12% 142
2026
Q1 		$719K Buy
10,008
+9,845
+6,040% +$758K 0.18% 134
2025
Q4 		$13K Buy
+163
New +$12.8K ﹤0.01% 430

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 $3.37T AUM 44.26% 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

Elevated Capital Advisors's CVS Position: Q2 2026 in Review

Elevated Capital Advisors reduced its CVS Health (CVS) stake by 59% in Q2 2026, selling an estimated $523K and leaving 4,145 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #142.

Elevated Capital Advisors first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $719K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Elevated Capital Advisors held 4,145 shares of CVS Health worth $429K as of Q2 2026.
  • Elevated Capital Advisors sold 5,863 CVS Health shares in Q2 2026, an estimated $523K.
  • CVS Health made up 0.12% of Elevated Capital Advisors's portfolio in Q2 2026, its #142 holding.
  • Elevated Capital Advisors first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's CVS Health position peaked at $719K in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.