First Affirmative Financial Network
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First Affirmative Financial Network’s CVS Health CVS Stock Holding History

First Affirmative Financial Network’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
Q3 		$266K Buy
+3,099
New +$303K 0.06% 319
2024
Q4 		– Sell
-3,374
Closed -$212K – 279
2024
Q3 		$212K Buy
+3,374
New +$197K 0.12% 242
2023
Q4 		– Sell
-2,899
Closed -$202K – 243
2023
Q3 		$202K Buy
+2,899
New +$205K 0.2% 179

Other funds holding CVS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Affirmative Financial Network's CVS Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in CVS Health (CVS) in Q3 2026: 3,099 shares worth $266K. The stake represents 0.06% of the portfolio and ranks #319 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CVS as recently as Q3 2024.

First Affirmative Financial Network first reported a position in CVS in Q3 2023 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • First Affirmative Financial Network held 3,099 shares of CVS Health worth $266K as of Q3 2026.
  • CVS Health was a new First Affirmative Financial Network position in Q3 2026.
  • CVS Health made up 0.06% of First Affirmative Financial Network's portfolio in Q3 2026, its #319 holding.
  • First Affirmative Financial Network first reported a position in CVS Health in Q3 2023 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.