FWM
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Forza Wealth Management’s CVS Health CVS Stock Holding History

Forza Wealth Management’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 		$1.13M Buy
10,914
+145
+1% +$12.9K 0.35% 65
2026
Q1 		$773K Buy
10,769
+357
+3% +$27.5K 0.27% 87
2025
Q4 		$826K Buy
10,412
+827
+9% +$65.2K 0.3% 80
2025
Q3 		$723K Buy
9,585
+596
+7% +$40.8K 0.28% 86
2025
Q2 		$620K Buy
8,989
+465
+5% +$30.5K 0.25% 93
2025
Q1 		$578K Buy
8,524
+215
+3% +$12.9K 0.26% 100
2024
Q4 		$373K Sell
8,309
-1,909
-19% -$107K 0.17% 134
2024
Q3 		$643K Buy
10,218
+1,245
+14% +$72.6K 0.29% 90
2024
Q2 		$530K Sell
8,973
-300
-3% -$18.8K 0.27% 100
2024
Q1 		$740K Sell
9,273
-200
-2% -$15.3K 0.38% 71
2023
Q4 		$748K Sell
9,473
-1,300
-12% -$92.5K 0.41% 67
2023
Q3 		$752K Buy
10,773
+200
+2% +$14.2K 0.39% 78
2023
Q2 		$731K Buy
10,573
+715
+7% +$50.9K 0.37% 85
2023
Q1 		$733K Hold
9,858
– – 0.38% 82
2022
Q4 		$919K Buy
+9,858
New +$951K 0.61% 50

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Forza Wealth Management's CVS Position: Q2 2026 in Review

Forza Wealth Management increased its CVS Health (CVS) stake by 1.3% in Q2 2026, buying an estimated $12.9K and bringing the position to 10,914 shares worth $1.13M. The position accounts for 0.35% of the portfolio, ranked #65.

Forza Wealth Management first reported a position in CVS in Q4 2022 and has held it in 15 quarters since. 399 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Forza Wealth Management held 10,914 shares of CVS Health worth $1.13M as of Q2 2026.
  • Forza Wealth Management bought 145 CVS Health shares in Q2 2026, an estimated $12.9K.
  • CVS Health made up 0.35% of Forza Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Forza Wealth Management first reported a position in CVS Health in Q4 2022 and has held it in 15 quarters since.
  • 399 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.