Financial Freedom LLC’s CVS Health CVS Stock Holding History

Financial Freedom LLC’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 Q1	$20.5K	Buy	286 +126	+79%	+$9.71K	0.01%	230
2025 Q4	$12.7K	Buy	160 +1	+0.6%	+$79	0.01%	252
2025 Q3	$12K	Buy	159 +2	+1%	+$137	0.01%	263
2025 Q2	$10.8K	Sell	157 -106	-40%	-$6.95K	0.01%	264
2025 Q1	$17.8K	Buy	263 +3	+1%	+$180	0.01%	236
2024 Q4	$11.7K	Buy	260 +3	+1%	+$168	0.01%	261
2024 Q3	$16.1K	Buy	257 +3	+1%	+$175	0.01%	237
2024 Q2	$15K	Buy	254 +2	+0.8%	+$125	0.01%	248
2024 Q1	$20.1K	Buy	252 +3	+1%	+$229	0.01%	223
2023 Q4	$19.7K	Sell	249 -15	-6%	-$1.07K	0.01%	225
2023 Q3	$18.5K	Buy	264 +2	+0.8%	+$142	0.01%	227
2023 Q2	$18.1K	Buy	262 +101	+63%	+$7.19K	0.01%	226
2023 Q1	$12K	Buy	161 +1	+0.6%	+$84	0.01%	250
2022 Q4	$14.9K	Buy	+160	New	+$15.4K	0.01%	231

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Freedom LLC's CVS Position: Q1 2026 in Review

Financial Freedom LLC increased its CVS Health (CVS) stake by 79% in Q1 2026, buying an estimated $9.71K and bringing the position to 286 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #230.

Financial Freedom LLC first reported a position in CVS in Q4 2022 and has held it in 14 quarters since. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Financial Freedom LLC held 286 shares of CVS Health worth $20.5K as of Q1 2026.
Financial Freedom LLC bought 126 CVS Health shares in Q1 2026, an estimated $9.71K.
CVS Health made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #230 holding.
Financial Freedom LLC first reported a position in CVS Health in Q4 2022 and has held it in 14 quarters since.
1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.