FTA
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Financial & Tax Architects’s CVS Health CVS Stock Holding History

Financial & Tax Architects’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 		$271K Buy
+2,621
New +$234K 0.06% 105
2026
Q1 		– Sell
-2,577
Closed -$205K – 111
2025
Q4 		$205K Buy
+2,577
New +$203K 0.05% 102

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 & Tax Architects's CVS Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in CVS Health (CVS) in Q2 2026: 2,621 shares worth $271K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in CVS as recently as Q4 2025.

Financial & Tax Architects first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Financial & Tax Architects held 2,621 shares of CVS Health worth $271K as of Q2 2026.
  • CVS Health was a new Financial & Tax Architects position in Q2 2026.
  • CVS Health made up 0.06% of Financial & Tax Architects's portfolio in Q2 2026, its #105 holding.
  • Financial & Tax Architects first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.