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Everpar Advisors’s CVS Health CVS Stock Holding History

Everpar 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 		$595K Buy
5,756
+83
+1% +$7.41K 0.17% 127
2026
Q1 		$407K Buy
5,673
+528
+10% +$40.7K 0.14% 158
2025
Q4 		$408K Buy
5,145
+122
+2% +$9.62K 0.15% 151
2025
Q3 		$379K Sell
5,023
-65
-1% -$4.46K 0.15% 159
2025
Q2 		$351K Sell
5,088
-393
-7% -$25.8K 0.16% 175
2025
Q1 		$371K Buy
+5,481
New +$328K 0.2% 142
2024
Q4 		– Sell
-4,338
Closed -$273K – 268
2024
Q3 		$273K Sell
4,338
-818
-16% -$47.7K 0.14% 203
2024
Q2 		$305K Buy
+5,156
New +$323K 0.15% 186

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
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
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Everpar Advisors's CVS Position: Q2 2026 in Review

Everpar Advisors increased its CVS Health (CVS) stake by 1.5% in Q2 2026, buying an estimated $7.41K and bringing the position to 5,756 shares worth $595K. The position accounts for 0.17% of the portfolio, ranked #127.

Everpar Advisors first reported a position in CVS in Q2 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Everpar Advisors held 5,756 shares of CVS Health worth $595K as of Q2 2026.
  • Everpar Advisors bought 83 CVS Health shares in Q2 2026, an estimated $7.41K.
  • CVS Health made up 0.17% of Everpar Advisors's portfolio in Q2 2026, its #127 holding.
  • Everpar Advisors first reported a position in CVS Health in Q2 2024 and has held it in 8 quarters since.
  • 348 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.