HA
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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
Q2 		– Sell
-3,466
Closed -$249K – 120
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 $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

HFG Advisors's CVS Position: Q2 2026 in Review

HFG Advisors sold out of CVS Health (CVS) in Q2 2026, closing a stake of 3,466 shares — an estimated $249K sold.

HFG Advisors first reported a position in CVS in Q4 2021 and held it in 6 quarters. The position peaked at $650K in Q1 2022. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • HFG Advisors reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • HFG Advisors sold 3,466 CVS Health shares in Q2 2026, an estimated $249K.
  • HFG Advisors first reported a position in CVS Health in Q4 2021 and held it in 6 quarters.
  • HFG Advisors's CVS Health position peaked at $650K in Q1 2022.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.