IFG Advisory’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.99M | Buy |
+28,890
| New | +$2.58M | 0.1% | 220 |
|
|
2026
Q1 | – | Sell |
-44,393
| Closed | -$3.52M | – | 435 |
|
|
2025
Q4 | $3.52M | Sell |
44,393
-708
| -2% | -$55.8K | 0.15% | 164 |
|
|
2025
Q3 | $3.4M | Buy |
45,101
+31,116
| +222% | +$2.13M | 0.15% | 164 |
|
|
2025
Q2 | $965K | Sell |
13,985
-4,071
| -23% | -$267K | 0.05% | 351 |
|
|
2025
Q1 | $1.22M | Buy |
18,056
+1,702
| +10% | +$102K | 0.07% | 288 |
|
|
2024
Q4 | $734K | Sell |
16,354
-7,907
| -33% | -$444K | 0.04% | 341 |
|
|
2024
Q3 | $1.53M | Sell |
24,261
-304
| -1% | -$17.7K | 0.1% | 237 |
|
|
2024
Q2 | $1.45M | Sell |
24,565
-20,306
| -45% | -$1.27M | 0.09% | 233 |
|
|
2024
Q1 | $3.58M | Sell |
44,871
-4,509
| -9% | -$344K | 0.27% | 114 |
|
|
2023
Q4 | $3.9M | Buy |
49,380
+2,030
| +4% | +$144K | 0.29% | 97 |
|
|
2023
Q3 | $3.31M | Buy |
47,350
+787
| +2% | +$55.8K | 0.28% | 94 |
|
|
2023
Q2 | $3.22M | Buy |
46,563
+1,465
| +3% | +$104K | 0.29% | 98 |
|
|
2023
Q1 | $3.35M | Buy |
45,098
+8,098
| +22% | +$679K | 0.31% | 77 |
|
|
2022
Q4 | $3.45M | Sell |
37,000
-1,878
| -5% | -$181K | 0.34% | 68 |
|
|
2022
Q3 | $3.71M | Buy |
38,878
+2,270
| +6% | +$225K | 0.34% | 67 |
|
|
2022
Q2 | $3.39M | Sell |
36,608
-304
| -0.8% | -$29.7K | 0.36% | 58 |
|
|
2022
Q1 | $3.73M | Sell |
36,912
-2,350
| -6% | -$247K | 0.38% | 58 |
|
|
2021
Q4 | $4.05M | Sell |
39,262
-271
| -0.7% | -$25K | 0.39% | 52 |
|
|
2021
Q3 | $3.35M | Buy |
39,533
+327
| +0.8% | +$27.4K | 0.36% | 59 |
|
|
2021
Q2 | $3.27M | Sell |
39,206
-4,304
| -10% | -$352K | 0.36% | 56 |
|
|
2021
Q1 | $3.27M | Buy |
43,510
+4,360
| +11% | +$318K | 0.41% | 55 |
|
|
2020
Q4 | $2.67M | Buy |
39,150
+2,539
| +7% | +$165K | 0.37% | 64 |
|
|
2020
Q3 | $2.14M | Buy |
36,611
+1,744
| +5% | +$109K | 0.35% | 65 |
|
|
2020
Q2 | $2.27M | Buy |
34,867
+2,454
| +8% | +$155K | 0.41% | 59 |
|
|
2020
Q1 | $1.92M | Buy |
32,413
+2,149
| +7% | +$143K | 0.43% | 60 |
|
|
2019
Q4 | $2.25M | Sell |
30,264
-769
| -2% | -$54K | 0.41% | 66 |
|
|
2019
Q3 | $1.96M | Buy |
31,033
+2,940
| +10% | +$174K | 0.38% | 74 |
|
|
2019
Q2 | $1.53M | Buy |
28,093
+1,278
| +5% | +$68.8K | 0.27% | 79 |
|
|
2019
Q1 | $1.45M | Buy |
26,815
+2,456
| +10% | +$152K | 0.28% | 82 |
|
|
2018
Q4 | $1.6M | Buy |
24,359
+634
| +3% | +$47.3K | 0.38% | 62 |
|
|
2018
Q3 | $1.87M | Buy |
23,725
+1,410
| +6% | +$101K | 0.35% | 66 |
|
|
2018
Q2 | $1.44M | Buy |
22,315
+646
| +3% | +$42.6K | 0.3% | 78 |
|
|
2018
Q1 | $1.35M | Buy |
21,669
+2,744
| +14% | +$197K | 0.3% | 78 |
|
|
2017
Q4 | $1.37M | Buy |
+18,925
| New | +$1.38M | 0.31% | 77 |
|
Other funds holding CVS
IFG Advisory's CVS Position: Q2 2026 in Review
IFG Advisory opened a new position in CVS Health (CVS) in Q2 2026: 28,890 shares worth $2.99M. The stake represents 0.1% of the portfolio and ranks #220 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CVS as recently as Q4 2025.
IFG Advisory first reported a position in CVS in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.05M in Q4 2021. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.
- IFG Advisory held 28,890 shares of CVS Health worth $2.99M as of Q2 2026.
- CVS Health was a new IFG Advisory position in Q2 2026.
- CVS Health made up 0.1% of IFG Advisory's portfolio in Q2 2026, its #220 holding.
- IFG Advisory first reported a position in CVS Health in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's CVS Health position peaked at $4.05M in Q4 2021.
- 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.