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HFG Advisors’s CVS Health CVS Stock Holding History

HFG 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
Q1 		$249K Buy
3,466
+693
+25% +$53.4K 0.18% 93
2025
Q4 		$220K Hold
2,773
– – 0.16% 96
2025
Q3 		$209K Buy
+2,773
New +$190K 0.15% 99
2022
Q3 		– Sell
-6,426
Closed -$595K – 82
2022
Q2 		$595K Hold
6,426
– – 0.8% 38
2022
Q1 		$650K Buy
6,426
+960
+18% +$101K 0.74% 37
2021
Q4 		$564K Buy
+5,466
New +$505K 0.64% 40

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

HFG Advisors's CVS Position: Q1 2026 in Review

HFG Advisors increased its CVS Health (CVS) stake by 25% in Q1 2026, buying an estimated $53.4K and bringing the position to 3,466 shares worth $249K. The position accounts for 0.18% of the portfolio, ranked #93.

HFG Advisors first reported a position in CVS in Q4 2021 and has held it in 6 quarters since. The position peaked at $650K in Q1 2022. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • HFG Advisors held 3,466 shares of CVS Health worth $249K as of Q1 2026.
  • HFG Advisors bought 693 CVS Health shares in Q1 2026, an estimated $53.4K.
  • CVS Health made up 0.18% of HFG Advisors's portfolio in Q1 2026, its #93 holding.
  • HFG Advisors first reported a position in CVS Health in Q4 2021 and has held it in 6 quarters since.
  • HFG Advisors's CVS Health position peaked at $650K in Q1 2022.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.