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Financial Life Planners’s CVS Health CVS Stock Holding History

Financial Life Planners’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 		$69.1K Buy
668
+4
+0.6% +$357 0.04% 105
2026
Q1 		$47.7K Buy
+664
New +$51.1K 0.04% 123
2025
Q4 		– Sell
-656
Closed -$49.5K – 122
2025
Q3 		$49.5K Buy
+656
New +$45K 0.03% 124
2025
Q1 		– Sell
-243
Closed -$10.9K – 155
2024
Q4 		$10.9K Buy
+243
New +$13.6K 0.01% 251

Other funds holding CVS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Financial Life Planners's CVS Position: Q2 2026 in Review

Financial Life Planners increased its CVS Health (CVS) stake by 0.6% in Q2 2026, buying an estimated $357 and bringing the position to 668 shares worth $69.1K. The position accounts for 0.04% of the portfolio, ranked #105.

Financial Life Planners first reported a position in CVS in Q4 2024 and has held it in 4 quarters since. 936 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Financial Life Planners held 668 shares of CVS Health worth $69.1K as of Q2 2026.
  • Financial Life Planners bought 4 CVS Health shares in Q2 2026, an estimated $357.
  • CVS Health made up 0.04% of Financial Life Planners's portfolio in Q2 2026, its #105 holding.
  • Financial Life Planners first reported a position in CVS Health in Q4 2024 and has held it in 4 quarters since.
  • 936 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.