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Larry Mathis Financial Planning’s CVS Health CVS Stock Holding History

Larry Mathis Financial Planning’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 		$625M Buy
+6,044
New +$540K 0.5% 52

Other funds holding CVS

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
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
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Larry Mathis Financial Planning's CVS Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in CVS Health (CVS) in Q2 2026: 6,044 shares worth $625M. The stake represents 0.5% of the portfolio and ranks #52 among its holdings.

348 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Larry Mathis Financial Planning held 6,044 shares of CVS Health worth $625M as of Q2 2026.
  • CVS Health was a new Larry Mathis Financial Planning position in Q2 2026.
  • CVS Health made up 0.5% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #52 holding.
  • 348 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.