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Kovack Advisors’s CVS Health CVS Stock Holding History

Kovack 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
2016
Q3 		– Sell
-7
Closed -$2K – 278
2016
Q2 		$2K Hold
7
– – ﹤0.01% 259
2016
Q1 		$1K Buy
+7
New +$681 ﹤0.01% 240

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kovack Advisors's CVS Position: Q2 2026 in Review

Kovack Advisors reduced its CVS Health (CVS) stake by 11% in Q2 2026, selling an estimated $126K and leaving 11,010 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #338.

Kovack Advisors first reported a position in CVS in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.15M in Q1 2024. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Kovack Advisors held 11,010 shares of CVS Health worth $1.15M as of Q2 2026.
  • Kovack Advisors sold 1,415 CVS Health shares in Q2 2026, an estimated $126K.
  • CVS Health made up 0.06% of Kovack Advisors's portfolio in Q2 2026, its #338 holding.
  • Kovack Advisors first reported a position in CVS Health in Q4 2014 and has held it in 47 quarters since.
  • Kovack Advisors's CVS Health position peaked at $2.15M in Q1 2024.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.