IFS Group’s CVS Health CVS Stock Holding History

IFS Group’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	$994K	Buy	9,613 +631	+7%	+$56.3K	1.37%	20
2026 Q1	$645K	Buy	+8,982	New	+$692K	0.57%	48
2025 Q3	$711K	Buy	+9,253	New	+$634K	0.63%	48

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IFS Group's CVS Position: Q2 2026 in Review

IFS Group increased its CVS Health (CVS) stake by 7% in Q2 2026, buying an estimated $56.3K and bringing the position to 9,613 shares worth $994K. The position accounts for 1.37% of the portfolio, ranked #20.

IFS Group first reported a position in CVS in Q3 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

IFS Group held 9,613 shares of CVS Health worth $994K as of Q2 2026.
IFS Group bought 631 CVS Health shares in Q2 2026, an estimated $56.3K.
CVS Health made up 1.37% of IFS Group's portfolio in Q2 2026, its #20 holding.
IFS Group first reported a position in CVS Health in Q3 2025 and has held it in 3 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.