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
Q3 		$4M Buy
46,705
+5,179
+12% +$507K 0.03% 505
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Farther Finance Advisors's CVS Position: Q3 2026 in Review

Farther Finance Advisors increased its CVS Health (CVS) stake by 12% in Q3 2026, buying an estimated $507K and bringing the position to 46,705 shares worth $4M. The position accounts for 0.03% of the portfolio, ranked #505.

Farther Finance Advisors first reported a position in CVS in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.3M in Q2 2026. 93 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Farther Finance Advisors held 46,705 shares of CVS Health worth $4M as of Q3 2026.
  • Farther Finance Advisors bought 5,179 CVS Health shares in Q3 2026, an estimated $507K.
  • CVS Health made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #505 holding.
  • Farther Finance Advisors first reported a position in CVS Health in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's CVS Health position peaked at $4.3M in Q2 2026.
  • 93 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.