Financial Network Wealth Advisors’s CVS Health CVS Stock Holding History

Financial Network Wealth 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	$94.8K	Sell	916 -140	-13%	-$12.5K	0.1%	178
2026 Q1	$75.8K	Buy	1,056 +68	+7%	+$5.24K	0.08%	205
2025 Q4	$78.4K	Buy	988 +5	+0.5%	+$394	0.08%	197
2025 Q3	$74.1K	Buy	983 +51	+5%	+$3.5K	0.08%	202
2025 Q2	$64.3K	Sell	932 -57	-6%	-$3.74K	0.08%	221
2025 Q1	$67K	Buy	989 +290	+41%	+$17.4K	0.09%	203
2024 Q4	$31.4K	Sell	699 -1,007	-59%	-$56.5K	0.06%	243
2024 Q3	$107K	Buy	1,706 +111	+7%	+$6.48K	0.09%	189
2024 Q2	$94.2K	Buy	+1,595	New	+$99.8K	0.07%	228

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Network Wealth Advisors's CVS Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its CVS Health (CVS) stake by 13% in Q2 2026, selling an estimated $12.5K and leaving 916 shares worth $94.8K. The position accounts for 0.1% of the portfolio, ranked #178.

Financial Network Wealth Advisors first reported a position in CVS in Q2 2024 and has held it in 9 quarters since. The position peaked at $107K in Q3 2024. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Financial Network Wealth Advisors held 916 shares of CVS Health worth $94.8K as of Q2 2026.
Financial Network Wealth Advisors sold 140 CVS Health shares in Q2 2026, an estimated $12.5K.
CVS Health made up 0.1% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #178 holding.
Financial Network Wealth Advisors first reported a position in CVS Health in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's CVS Health position peaked at $107K in Q3 2024.
2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.