Everhart Financial Group’s CVS Health CVS Stock Holding History

Everhart Financial Group’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	$753K	Sell	7,282 -900	-11%	-$80.3K	0.05%	220
2026 Q1	$588K	Sell	8,182 -868	-10%	-$66.9K	0.05%	243
2025 Q4	$718K	Buy	9,050 +2,128	+31%	+$168K	0.07%	211
2025 Q3	$522K	Buy	6,922 +1,435	+26%	+$98.3K	0.05%	245
2025 Q2	$378K	Buy	+5,487	New	+$360K	0.04%	265
2024 Q2	–	Sell	-5,742	Closed	-$458K	–	300
2024 Q1	$458K	Buy	5,742 +2,260	+65%	+$173K	0.13%	160
2023 Q4	$275K	Sell	3,482 -138	-4%	-$9.82K	0.1%	194
2023 Q3	$253K	Buy	+3,620	New	+$256K	0.11%	176
2022 Q4	–	Sell	-4,683	Closed	-$446K	–	200
2022 Q3	$446K	Buy	4,683 +561	+14%	+$55.5K	0.25%	79
2022 Q2	$382K	Buy	4,122 +1,235	+43%	+$121K	0.23%	101
2022 Q1	$292K	Buy	+2,887	New	+$303K	0.17%	94

Other funds holding CVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 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

Everhart Financial Group's CVS Position: Q2 2026 in Review

Everhart Financial Group reduced its CVS Health (CVS) stake by 11% in Q2 2026, selling an estimated $80.3K and leaving 7,282 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #220.

Everhart Financial Group first reported a position in CVS in Q1 2022 and has held it in 11 quarters since. 459 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Everhart Financial Group held 7,282 shares of CVS Health worth $753K as of Q2 2026.
Everhart Financial Group sold 900 CVS Health shares in Q2 2026, an estimated $80.3K.
CVS Health made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #220 holding.
Everhart Financial Group first reported a position in CVS Health in Q1 2022 and has held it in 11 quarters since.
459 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.