FFA
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Founders Financial Alliance’s CVS Health CVS Stock Holding History

Founders Financial Alliance’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
Q1 		$699K Sell
9,734
-214
-2% -$16.5K 0.13% 167
2025
Q4 		$789K Sell
9,948
-167
-2% -$13.2K 0.15% 136
2025
Q3 		$763K Sell
10,115
-439
-4% -$30.1K 0.14% 140
2025
Q2 		$728K Buy
10,554
+14
+0.1% +$918 0.17% 129
2025
Q1 		$714K Buy
10,540
+349
+3% +$20.9K 0.17% 124
2024
Q4 		$457K Sell
10,191
-6,896
-40% -$387K 0.13% 158
2024
Q3 		$1.07M Sell
17,087
-491
-3% -$28.6K 0.3% 82
2024
Q2 		$1.04M Sell
17,578
-364
-2% -$22.8K 0.31% 80
2024
Q1 		$1.43M Buy
17,942
+6,853
+62% +$523K 0.43% 50
2023
Q4 		$876K Buy
11,089
+260
+2% +$18.5K 0.34% 70
2023
Q3 		$756K Sell
10,829
-693
-6% -$49.1K 0.33% 73
2023
Q2 		$797K Buy
11,522
+759
+7% +$54K 0.31% 77
2023
Q1 		$805K Sell
10,763
-334
-3% -$28K 0.4% 63
2022
Q4 		$1.03M Sell
11,097
-38
-0.3% -$3.67K 0.47% 54
2022
Q3 		$1.06M Buy
11,135
+2,000
+22% +$198K 0.54% 47
2022
Q2 		$846K Sell
9,135
-2,123
-19% -$207K 0.43% 61
2022
Q1 		$1.14M Buy
11,258
+4
+0% +$420 0.51% 50
2021
Q4 		$1.16M Buy
11,254
+305
+3% +$28.2K 0.47% 55
2021
Q3 		$930K Buy
10,949
+546
+5% +$45.7K 0.44% 57
2021
Q2 		$869K Buy
10,403
+33
+0.3% +$2.7K 0.4% 63
2021
Q1 		$851K Sell
10,370
-147
-1% -$10.7K 0.42% 59
2020
Q4 		$719K Buy
10,517
+228
+2% +$14.8K 0.41% 63
2020
Q3 		$602K Buy
+10,289
New +$640K 0.36% 61

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Founders Financial Alliance's CVS Position: Q1 2026 in Review

Founders Financial Alliance reduced its CVS Health (CVS) stake by 2.2% in Q1 2026, selling an estimated $16.5K and leaving 9,734 shares worth $699K. The position accounts for 0.13% of the portfolio, ranked #167.

Founders Financial Alliance first reported a position in CVS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q1 2024. 1,866 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Founders Financial Alliance held 9,734 shares of CVS Health worth $699K as of Q1 2026.
  • Founders Financial Alliance sold 214 CVS Health shares in Q1 2026, an estimated $16.5K.
  • CVS Health made up 0.13% of Founders Financial Alliance's portfolio in Q1 2026, its #167 holding.
  • Founders Financial Alliance first reported a position in CVS Health in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's CVS Health position peaked at $1.43M in Q1 2024.
  • 1,866 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.