FFS
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Founders Financial Securities’s CVS Health CVS Stock Holding History

Founders Financial Securities’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 		$3.1M Sell
29,981
-2,488
-8% -$222K 0.16% 128
2026
Q1 		$2.56M Buy
32,469
+1,835
+6% +$141K 0.14% 140
2025
Q4 		$2.43M Buy
30,634
+1,426
+5% +$112K 0.14% 142
2025
Q3 		$2.2M Buy
29,208
+1,126
+4% +$77.2K 0.15% 139
2025
Q2 		$1.94M Sell
28,082
-4,163
-13% -$273K 0.15% 131
2025
Q1 		$2.09M Buy
32,245
+19,285
+149% +$1.15M 0.18% 116
2024
Q4 		$582K Sell
12,960
-70
-0.5% -$3.93K 0.05% 270
2024
Q3 		$819K Sell
13,030
-876
-6% -$51.1K 0.08% 204
2024
Q2 		$821K Buy
13,906
+420
+3% +$26.3K 0.08% 207
2024
Q1 		$1.08M Buy
+13,486
New +$1.03M 0.11% 159
2017
Q3 		– Sell
-11,935
Closed -$960K – 90
2017
Q2 		$960K Sell
11,935
-109
-0.9% -$8.61K 0.36% 41
2017
Q1 		$945K Buy
+12,044
New +$962K 0.36% 44

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Founders Financial Securities's CVS Position: Q2 2026 in Review

Founders Financial Securities reduced its CVS Health (CVS) stake by 7.7% in Q2 2026, selling an estimated $222K and leaving 29,981 shares worth $3.1M. The position accounts for 0.16% of the portfolio, ranked #128.

Founders Financial Securities first reported a position in CVS in Q1 2017 and has held it in 12 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Founders Financial Securities held 29,981 shares of CVS Health worth $3.1M as of Q2 2026.
  • Founders Financial Securities sold 2,488 CVS Health shares in Q2 2026, an estimated $222K.
  • CVS Health made up 0.16% of Founders Financial Securities's portfolio in Q2 2026, its #128 holding.
  • Founders Financial Securities first reported a position in CVS Health in Q1 2017 and has held it in 12 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.