Insigneo Advisory Services’s CVS Health CVS Stock Holding History

Insigneo Advisory Services’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	$954K	Buy	9,220 +1,199	+15%	+$107K	0.04%	317
2026 Q1	$576K	Sell	8,021 -617	-7%	-$47.5K	0.04%	342
2025 Q4	$686K	Buy	8,638 +1,496	+21%	+$118K	0.05%	288
2025 Q3	$538K	Sell	7,142 -941	-12%	-$64.5K	0.04%	348
2025 Q2	$558K	Buy	8,083 +3,759	+87%	+$246K	0.05%	310
2025 Q1	$293K	Sell	4,324 -1,656	-28%	-$99.1K	0.03%	421
2024 Q4	$268K	Sell	5,980 -1,886	-24%	-$106K	0.03%	445
2024 Q3	$495K	Buy	7,866 +2,417	+44%	+$141K	0.05%	316
2024 Q2	$315K	Sell	5,449 -3,629	-40%	-$227K	0.04%	396
2024 Q1	$724K	Buy	9,078 +38	+0.4%	+$2.9K	0.09%	201
2023 Q4	$714K	Buy	9,040 +47	+0.5%	+$3.35K	0.1%	185
2023 Q3	$628K	Buy	8,993 +1,365	+18%	+$96.7K	0.13%	156
2023 Q2	$527K	Buy	7,628 +1,519	+25%	+$108K	0.1%	185
2023 Q1	$454K	Buy	6,109 +980	+19%	+$82.2K	0.14%	153
2022 Q4	$478K	Buy	+5,129	New	+$495K	0.18%	124

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 $3.38T AUM 44.17% 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

Insigneo Advisory Services's CVS Position: Q2 2026 in Review

Insigneo Advisory Services increased its CVS Health (CVS) stake by 15% in Q2 2026, buying an estimated $107K and bringing the position to 9,220 shares worth $954K. The position accounts for 0.04% of the portfolio, ranked #317.

Insigneo Advisory Services first reported a position in CVS in Q4 2022 and has held it in 15 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Insigneo Advisory Services held 9,220 shares of CVS Health worth $954K as of Q2 2026.
Insigneo Advisory Services bought 1,199 CVS Health shares in Q2 2026, an estimated $107K.
CVS Health made up 0.04% of Insigneo Advisory Services's portfolio in Q2 2026, its #317 holding.
Insigneo Advisory Services first reported a position in CVS Health in Q4 2022 and has held it in 15 quarters since.
2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.