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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
Q2 		– Sell
-286
Closed -$20.5K – 167
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
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

Financial Freedom LLC's CVS Position: Q2 2026 in Review

Financial Freedom LLC sold out of CVS Health (CVS) in Q2 2026, closing a stake of 286 shares — an estimated $20.5K sold.

Financial Freedom LLC first reported a position in CVS in Q4 2022 and held it in 14 quarters. The position peaked at $20.5K in Q1 2026. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Financial Freedom LLC reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 286 CVS Health shares in Q2 2026, an estimated $20.5K.
  • Financial Freedom LLC first reported a position in CVS Health in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's CVS Health position peaked at $20.5K in Q1 2026.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.