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Frank Rimerman Advisors’s CVS Health CVS Stock Holding History

Frank Rimerman Advisors’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 		$1.79M Buy
17,302
+6,714
+63% +$599K 0.1% 158
2026
Q1 		$760K Sell
10,588
-3,978
-27% -$306K 0.05% 297
2025
Q4 		$1.16M Buy
14,566
+4,089
+39% +$322K 0.07% 207
2025
Q3 		$790K Sell
10,477
-24
-0.2% -$1.65K 0.05% 265
2025
Q2 		$724K Sell
10,501
-2,988
-22% -$196K 0.05% 277
2025
Q1 		$914K Buy
13,489
+1,702
+14% +$102K 0.07% 209
2024
Q4 		$529K Buy
11,787
+4,571
+63% +$256K 0.04% 296
2024
Q3 		$454K Sell
7,216
-2,108
-23% -$123K 0.03% 346
2024
Q2 		$551K Buy
9,324
+9,225
+9,318% +$577K 0.04% 320
2024
Q1 		$7.9K Hold
99
– – ﹤0.01% 185
2023
Q4 		$7.82K Buy
+99
New +$7.05K ﹤0.01% 178

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

Frank Rimerman Advisors's CVS Position: Q2 2026 in Review

Frank Rimerman Advisors increased its CVS Health (CVS) stake by 63% in Q2 2026, buying an estimated $599K and bringing the position to 17,302 shares worth $1.79M. The position accounts for 0.1% of the portfolio, ranked #158.

Frank Rimerman Advisors first reported a position in CVS in Q4 2023 and has held it in 11 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Frank Rimerman Advisors held 17,302 shares of CVS Health worth $1.79M as of Q2 2026.
  • Frank Rimerman Advisors bought 6,714 CVS Health shares in Q2 2026, an estimated $599K.
  • CVS Health made up 0.1% of Frank Rimerman Advisors's portfolio in Q2 2026, its #158 holding.
  • Frank Rimerman Advisors first reported a position in CVS Health in Q4 2023 and has held it in 11 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.