LF
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Lantz Financial’s CVS Health CVS Stock Holding History

Lantz Financial’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 		$504K Buy
4,874
+85
+2% +$7.59K 0.09% 179
2026
Q1 		$344K Sell
4,789
-44
-0.9% -$3.39K 0.07% 198
2025
Q4 		$384K Buy
4,833
+141
+3% +$11.1K 0.08% 187
2025
Q3 		$354K Buy
4,692
+1,188
+34% +$81.4K 0.08% 191
2025
Q2 		$242K Buy
3,504
+113
+3% +$7.41K 0.06% 207
2025
Q1 		$230K Buy
+3,391
New +$203K 0.06% 196
2024
Q1 		– Sell
-2,912
Closed -$230K – 208
2023
Q4 		$230K Buy
+2,912
New +$207K 0.08% 182

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Lantz Financial's CVS Position: Q2 2026 in Review

Lantz Financial increased its CVS Health (CVS) stake by 1.8% in Q2 2026, buying an estimated $7.59K and bringing the position to 4,874 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #179.

Lantz Financial first reported a position in CVS in Q4 2023 and has held it in 7 quarters since. 459 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Lantz Financial held 4,874 shares of CVS Health worth $504K as of Q2 2026.
  • Lantz Financial bought 85 CVS Health shares in Q2 2026, an estimated $7.59K.
  • CVS Health made up 0.09% of Lantz Financial's portfolio in Q2 2026, its #179 holding.
  • Lantz Financial first reported a position in CVS Health in Q4 2023 and has held it in 7 quarters since.
  • 459 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.