KA
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovack Advisors's CVS Position: Q1 2026 in Review

Kovack Advisors reduced its CVS Health (CVS) stake by 12% in Q1 2026, selling an estimated $129K and leaving 12,425 shares worth $898K. The position accounts for 0.05% of the portfolio, ranked #400.

Kovack Advisors first reported a position in CVS in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.15M in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Kovack Advisors held 12,425 shares of CVS Health worth $898K as of Q1 2026.
  • Kovack Advisors sold 1,669 CVS Health shares in Q1 2026, an estimated $129K.
  • CVS Health made up 0.05% of Kovack Advisors's portfolio in Q1 2026, its #400 holding.
  • Kovack Advisors first reported a position in CVS Health in Q4 2014 and has held it in 46 quarters since.
  • Kovack Advisors's CVS Health position peaked at $2.15M in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.