HIA
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HFM Investment Advisors’s CVS Health CVS Stock Holding History

HFM Investment 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 		$7.71K Sell
107
-76
-42% -$5.86K ﹤0.01% 134
2025
Q4 		$14.5K Buy
183
+77
+73% +$6.07K 0.01% 106
2025
Q3 		$7.99K Buy
106
+1
+1% +$69 ﹤0.01% 92
2025
Q2 		$7.25K Buy
105
+14
+15% +$918 ﹤0.01% 99
2025
Q1 		$6.12K Buy
+91
New +$5.45K ﹤0.01% 98

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

HFM Investment Advisors's CVS Position: Q1 2026 in Review

HFM Investment Advisors reduced its CVS Health (CVS) stake by 42% in Q1 2026, selling an estimated $5.86K and leaving 107 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

HFM Investment Advisors first reported a position in CVS in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.5K in Q4 2025. 1,866 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • HFM Investment Advisors held 107 shares of CVS Health worth $7.71K as of Q1 2026.
  • HFM Investment Advisors sold 76 CVS Health shares in Q1 2026, an estimated $5.86K.
  • CVS Health made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #134 holding.
  • HFM Investment Advisors first reported a position in CVS Health in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's CVS Health position peaked at $14.5K in Q4 2025.
  • 1,866 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.