Financial Engines Advisors
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Financial Engines Advisors’s CVS Health CVS Stock Holding History

Financial Engines 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 		$738K Sell
7,133
-130
-2% -$11.6K ﹤0.01% 351
2026
Q1 		$522K Sell
7,263
-1,495
-17% -$115K ﹤0.01% 383
2025
Q4 		$695K Buy
8,758
+1,922
+28% +$152K ﹤0.01% 359
2025
Q3 		$515K Buy
6,836
+123
+2% +$8.43K ﹤0.01% 390
2025
Q2 		$463K Sell
6,713
-120
-2% -$7.87K ﹤0.01% 394
2025
Q1 		$463K Sell
6,833
-1,331
-16% -$79.7K ﹤0.01% 333
2024
Q4 		$366K Buy
+8,164
New +$458K ﹤0.01% 358
2024
Q1 		– Sell
-3,119
Closed -$246K – 339
2023
Q4 		$246K Buy
+3,119
New +$222K ﹤0.01% 290
2022
Q3 		– Sell
-3,836
Closed -$355K – 292
2022
Q2 		$355K Buy
+3,836
New +$374K ﹤0.01% 230
2022
Q1 		– Sell
-2,263
Closed -$233K – 312
2021
Q4 		$233K Sell
2,263
-970
-30% -$89.6K ﹤0.01% 253
2021
Q3 		$274K Buy
+3,233
New +$271K ﹤0.01% 226
2021
Q2 		– Sell
-3,367
Closed -$253K – 223
2021
Q1 		$253K Buy
+3,367
New +$245K ﹤0.01% 230
2018
Q1 		– Sell
-17
Closed -$1K – 154
2017
Q4 		$1K Buy
+17
New +$1.24K ﹤0.01% 177

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 $3.38T AUM 44.17% 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

Financial Engines Advisors's CVS Position: Q2 2026 in Review

Financial Engines Advisors reduced its CVS Health (CVS) stake by 1.8% in Q2 2026, selling an estimated $11.6K and leaving 7,133 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Financial Engines Advisors first reported a position in CVS in Q4 2017 and has held it in 13 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Financial Engines Advisors held 7,133 shares of CVS Health worth $738K as of Q2 2026.
  • Financial Engines Advisors sold 130 CVS Health shares in Q2 2026, an estimated $11.6K.
  • CVS Health made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #351 holding.
  • Financial Engines Advisors first reported a position in CVS Health in Q4 2017 and has held it in 13 quarters since.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.