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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
Q2 		$13.3K Buy
129
+22
+21% +$1.96K ﹤0.01% 105
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 $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 $3.38T AUM 44.17% 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

HFM Investment Advisors's CVS Position: Q2 2026 in Review

HFM Investment Advisors increased its CVS Health (CVS) stake by 21% in Q2 2026, buying an estimated $1.96K and bringing the position to 129 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

HFM Investment Advisors first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.5K in Q4 2025. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • HFM Investment Advisors held 129 shares of CVS Health worth $13.3K as of Q2 2026.
  • HFM Investment Advisors bought 22 CVS Health shares in Q2 2026, an estimated $1.96K.
  • CVS Health made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • HFM Investment Advisors first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's CVS Health position peaked at $14.5K in Q4 2025.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.