IA
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IFP Advisors’s CVS Health CVS Stock Holding History

IFP 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
2019
Q1 		– Sell
-500
Closed -$33K – 2568
2018
Q4 		$33K Buy
500
+100
+25% +$7.46K ﹤0.01% 1840
2018
Q3 		$31K Buy
+400
New +$28.6K ﹤0.01% 2179

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

IFP Advisors's CVS Position: Q2 2026 in Review

IFP Advisors reduced its CVS Health (CVS) stake by 17% in Q2 2026, selling an estimated $179K and leaving 9,638 shares worth $997K. The position accounts for 0.02% of the portfolio, ranked #744.

IFP Advisors first reported a position in CVS in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.9M in Q3 2022. 783 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • IFP Advisors held 9,638 shares of CVS Health worth $997K as of Q2 2026.
  • IFP Advisors sold 2,010 CVS Health shares in Q2 2026, an estimated $179K.
  • CVS Health made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #744 holding.
  • IFP Advisors first reported a position in CVS Health in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's CVS Health position peaked at $2.9M in Q3 2022.
  • 783 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.