Founders Capital Management (Texas)’s CVS Health CVS Stock Holding History

Founders Capital Management (Texas)’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	$24.5K	Hold	237	–	–	0.01%	242
2026 Q1	$17K	Hold	237	–	–	0.01%	273
2025 Q4	$18.8K	Buy	+237	New	+$18.7K	0.01%	249
2024 Q1	–	Sell	-200	Closed	-$15.8K	–	362
2023 Q4	$15.8K	Hold	200	–	–	0.01%	255
2023 Q3	$14K	Hold	200	–	–	0.01%	258
2023 Q2	$13.8K	Buy	+200	New	+$14.2K	0.01%	274
2020 Q1	$39K	Buy	657 +154	+31%	+$10.3K	0.04%	104
2019 Q4	$37K	Buy	+503	New	+$35.3K	0.03%	132
2019 Q3	–	Sell	-30	Closed	-$2K	–	322
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	321
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	317
2018 Q4	$2K	Sell	30 -770	-96%	-$57.5K	﹤0.01%	322
2018 Q3	$63K	Hold	800	–	–	0.05%	105
2018 Q2	$51K	Sell	800 -14,046	-95%	-$926K	0.04%	117
2018 Q1	$924K	Buy	14,846 +360	+2%	+$25.8K	0.78%	39
2017 Q4	$1.05M	Sell	14,486 -16,643	-53%	-$1.21M	0.87%	37
2017 Q3	$2.53M	Buy	31,129 +1,921	+7%	+$152K	2.1%	15
2017 Q2	$2.35M	Buy	29,208 +4,289	+17%	+$339K	2.08%	17
2017 Q1	$1.96M	Buy	+24,919	New	+$1.99M	1.76%	21

Other funds holding CVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Founders Capital Management (Texas)'s CVS Position: Q2 2026 in Review

Founders Capital Management (Texas) held its CVS Health (CVS) position steady in Q2 2026 at 237 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #242.

Founders Capital Management (Texas) first reported a position in CVS in Q1 2017 and has held it in 18 quarters since. The position peaked at $2.53M in Q3 2017. 650 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Founders Capital Management (Texas) held 237 shares of CVS Health worth $24.5K as of Q2 2026.
Founders Capital Management (Texas) left its CVS Health share count unchanged in Q2 2026.
CVS Health made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #242 holding.
Founders Capital Management (Texas) first reported a position in CVS Health in Q1 2017 and has held it in 18 quarters since.
Founders Capital Management (Texas)'s CVS Health position peaked at $2.53M in Q3 2017.
650 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.