HWA
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HHM Wealth Advisors’s CVS Health CVS Stock Holding History

HHM Wealth 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 		$71.9K Sell
695
-257
-27% -$22.9K 0.01% 335
2026
Q1 		$68.4K Buy
952
+1
+0.1% +$77 0.01% 331
2025
Q4 		$75.5K Sell
951
-179
-16% -$14.1K 0.01% 303
2025
Q3 		$85.2K Sell
1,130
-127
-10% -$8.7K 0.01% 297
2025
Q2 		$86.7K Sell
1,257
-1
-0.1% -$66 0.01% 296
2025
Q1 		$85.2K Sell
1,258
-48
-4% -$2.87K 0.01% 281
2024
Q4 		$58.6K Sell
1,306
-294
-18% -$16.5K 0.01% 329
2024
Q3 		$101K Sell
1,600
-286
-15% -$16.7K 0.01% 244
2024
Q2 		$111K Buy
1,886
+200
+12% +$12.5K 0.02% 231
2024
Q1 		$134K Buy
1,686
+26
+2% +$1.99K 0.02% 184
2023
Q4 		$131K Sell
1,660
-49
-3% -$3.49K 0.02% 186
2023
Q3 		$119K Sell
1,709
-453
-21% -$32.1K 0.02% 184
2023
Q2 		$149K Hold
2,162
– – 0.03% 164
2023
Q1 		$161K Sell
2,162
-6
-0.3% -$503 0.03% 149
2022
Q4 		$202K Hold
2,168
– – 0.05% 118
2022
Q3 		$207K Sell
2,168
-701
-24% -$69.4K 0.05% 106
2022
Q2 		$266K Buy
2,869
+458
+19% +$44.7K 0.07% 108
2022
Q1 		$244K Hold
2,411
– – 0.06% 130
2021
Q4 		$249K Hold
2,411
– – 0.06% 122
2021
Q3 		$205K Hold
2,411
– – 0.06% 123
2021
Q2 		$201K Sell
2,411
-400
-14% -$32.8K 0.05% 127
2021
Q1 		$211K Buy
2,811
+100
+4% +$7.28K 0.07% 107
2020
Q4 		$185K Buy
2,711
+201
+8% +$13.1K 0.06% 109
2020
Q3 		$147K Buy
2,510
+377
+18% +$23.5K 0.06% 111
2020
Q2 		$139K Buy
2,133
+92
+5% +$5.79K 0.06% 104
2020
Q1 		$121K Buy
+2,041
New +$136K 0.06% 105

Other funds holding CVS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

HHM Wealth Advisors's CVS Position: Q2 2026 in Review

HHM Wealth Advisors reduced its CVS Health (CVS) stake by 27% in Q2 2026, selling an estimated $22.9K and leaving 695 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #335.

HHM Wealth Advisors first reported a position in CVS in Q1 2020 and has held it in 26 quarters since. The position peaked at $266K in Q2 2022. 711 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • HHM Wealth Advisors held 695 shares of CVS Health worth $71.9K as of Q2 2026.
  • HHM Wealth Advisors sold 257 CVS Health shares in Q2 2026, an estimated $22.9K.
  • CVS Health made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #335 holding.
  • HHM Wealth Advisors first reported a position in CVS Health in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's CVS Health position peaked at $266K in Q2 2022.
  • 711 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.