Focus Financial Network’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$804K Sell
7,774
-2,931
-27% -$262K 0.02% 391
2026
Q1
$769K Buy
10,705
+464
+5% +$35.7K 0.03% 364
2025
Q4
$813K Sell
10,241
-717
-7% -$56.5K 0.03% 347
2025
Q3
$826K Sell
10,958
-480
-4% -$32.9K 0.03% 339
2025
Q2
$789K Buy
11,438
+357
+3% +$23.4K 0.03% 337
2025
Q1
$751K Buy
11,081
+117
+1% +$7K 0.03% 333
2024
Q4
$492K Sell
10,964
-7,097
-39% -$398K 0.02% 419
2024
Q3
$1.14M Buy
18,061
+512
+3% +$29.9K 0.05% 260
2024
Q2
$1.08M Buy
17,549
+138
+0.8% +$8.63K 0.05% 260
2024
Q1
$1.21M Sell
17,411
-6,750
-28% -$516K 0.06% 223
2023
Q4
$1.91M Buy
24,161
+6,092
+34% +$434K 0.07% 217
2023
Q3
$1.26M Sell
18,069
-538
-3% -$38.1K 0.07% 200
2023
Q2
$1.29M Sell
18,607
-513
-3% -$36.5K 0.07% 202
2023
Q1
$1.42M Buy
19,120
+189
+1% +$15.8K 0.09% 185
2022
Q4
$1.76M Sell
18,931
-97
-0.5% -$9.36K 0.14% 125
2022
Q3
$1.81M Buy
19,028
+367
+2% +$36.3K 0.16% 113
2022
Q2
$1.73M Buy
18,661
+115
+0.6% +$11.2K 0.14% 125
2022
Q1
$1.88M Buy
18,546
+9,253
+100% +$972K 0.13% 136
2021
Q4
$959K Buy
9,293
+619
+7% +$57.2K 0.14% 136
2021
Q3
$736K Sell
8,674
-280
-3% -$23.5K 0.1% 188
2021
Q2
$747K Buy
8,954
+158
+2% +$12.9K 0.1% 195
2021
Q1
$662K Sell
8,796
-9,589
-52% -$698K 0.08% 207
2020
Q4
$1.26M Buy
18,385
+1,543
+9% +$100K 0.11% 158
2020
Q3
$984K Buy
16,842
+308
+2% +$19.2K 0.09% 185
2020
Q2
$1.07M Buy
16,534
+1,130
+7% +$71.2K 0.12% 153
2020
Q1
$914K Buy
15,404
+1,131
+8% +$75.5K 0.12% 148
2019
Q4
$1.06M Buy
14,273
+2,517
+21% +$177K 0.13% 148
2019
Q3
$741K Buy
11,756
+421
+4% +$24.9K 0.1% 169
2019
Q2
$618K Buy
11,335
+137
+1% +$7.38K 0.09% 190
2019
Q1
$604K Buy
+11,198
New +$691K 0.1% 181

Other funds holding CVS

Focus Financial Network's CVS Position: Q2 2026 in Review

Focus Financial Network reduced its CVS Health (CVS) stake by 27% in Q2 2026, selling an estimated $262K and leaving 7,774 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #391.

Focus Financial Network first reported a position in CVS in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.91M in Q4 2023. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Focus Financial Network held 7,774 shares of CVS Health worth $804K as of Q2 2026.
  • Focus Financial Network sold 2,931 CVS Health shares in Q2 2026, an estimated $262K.
  • CVS Health made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #391 holding.
  • Focus Financial Network first reported a position in CVS Health in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's CVS Health position peaked at $1.91M in Q4 2023.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.