EWA
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EverSource Wealth Advisors’s CVS Health CVS Stock Holding History

EverSource Wealth 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 		$1.5M Sell
14,501
-7,005
-33% -$625K 0.05% 265
2026
Q1 		$1.54M Buy
21,506
+5,495
+34% +$423K 0.05% 274
2025
Q4 		$1.27M Sell
16,011
-244
-2% -$19.2K 0.05% 281
2025
Q3 		$1.23M Buy
16,255
+3,225
+25% +$221K 0.05% 267
2025
Q2 		$899K Sell
13,030
-3,078
-19% -$202K 0.04% 306
2025
Q1 		$1.09M Sell
16,108
-210
-1% -$12.6K 0.06% 227
2024
Q4 		$733K Buy
16,318
+490
+3% +$27.5K 0.04% 295
2024
Q3 		$995K Buy
15,828
+210
+1% +$12.3K 0.06% 220
2024
Q2 		$942K Buy
15,618
+1,753
+13% +$110K 0.06% 223
2024
Q1 		$939K Buy
13,865
+2,970
+27% +$227K 0.07% 192
2023
Q4 		$860K Sell
10,895
-6,533
-37% -$465K 0.08% 181
2023
Q3 		$1.22M Sell
17,428
-1,230
-7% -$87.2K 0.13% 140
2023
Q2 		$1.29M Buy
18,658
+7,462
+67% +$531K 0.14% 132
2023
Q1 		$832K Buy
11,196
+785
+8% +$65.8K 0.1% 157
2022
Q4 		$970K Sell
10,411
-2,663
-20% -$257K 0.15% 120
2022
Q3 		$1.25M Buy
13,074
+10,172
+351% +$1.01M 0.29% 68
2022
Q2 		$269K Buy
2,902
+837
+41% +$81.7K 0.07% 223
2022
Q1 		$209K Buy
2,065
+251
+14% +$26.4K 0.05% 250
2021
Q4 		$187K Buy
+1,814
New +$168K 0.05% 228

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

EverSource Wealth Advisors's CVS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CVS Health (CVS) stake by 33% in Q2 2026, selling an estimated $625K and leaving 14,501 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #265.

EverSource Wealth Advisors first reported a position in CVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q1 2026. 620 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • EverSource Wealth Advisors held 14,501 shares of CVS Health worth $1.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 7,005 CVS Health shares in Q2 2026, an estimated $625K.
  • CVS Health made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • EverSource Wealth Advisors first reported a position in CVS Health in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CVS Health position peaked at $1.54M in Q1 2026.
  • 620 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.