FFA
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Farther Finance Advisors’s CVS Health CVS Stock Holding History

Farther Finance 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 		$4.3M Buy
41,526
+3,326
+9% +$297K 0.03% 449
2026
Q1 		$2.77M Buy
38,200
+8,993
+31% +$693K 0.03% 521
2025
Q4 		$2.32M Buy
29,207
+11,414
+64% +$900K 0.02% 534
2025
Q3 		$1.34M Buy
17,793
+2,421
+16% +$166K 0.02% 594
2025
Q2 		$1.06M Sell
15,372
-906
-6% -$59.4K 0.02% 568
2025
Q1 		$1.11M Buy
16,278
+3,481
+27% +$208K 0.03% 467
2024
Q4 		$574K Sell
12,797
-2,913
-19% -$163K 0.02% 537
2024
Q3 		$987K Sell
15,710
-2,371
-13% -$138K 0.04% 352
2024
Q2 		$1.05M Sell
18,081
-4,107
-19% -$257K 0.05% 295
2024
Q1 		$1.77M Sell
22,188
-6,580
-23% -$503K 0.11% 164
2023
Q4 		$2.27M Buy
28,768
+18,475
+179% +$1.31M 0.16% 116
2023
Q3 		$719K Buy
10,293
+4,597
+81% +$326K 0.11% 156
2023
Q2 		$394K Sell
5,696
-304
-5% -$21.6K 0.09% 193
2023
Q1 		$446K Sell
6,000
-897
-13% -$75.2K 0.13% 148
2022
Q4 		$643K Buy
+6,897
New +$666K 0.25% 82

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

Farther Finance Advisors's CVS Position: Q2 2026 in Review

Farther Finance Advisors increased its CVS Health (CVS) stake by 8.7% in Q2 2026, buying an estimated $297K and bringing the position to 41,526 shares worth $4.3M. The position accounts for 0.03% of the portfolio, ranked #449.

Farther Finance Advisors first reported a position in CVS in Q4 2022 and has held it in 15 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Farther Finance Advisors held 41,526 shares of CVS Health worth $4.3M as of Q2 2026.
  • Farther Finance Advisors bought 3,326 CVS Health shares in Q2 2026, an estimated $297K.
  • CVS Health made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #449 holding.
  • Farther Finance Advisors first reported a position in CVS Health in Q4 2022 and has held it in 15 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.