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Legacy Financial Advisors’s CVS Health CVS Stock Holding History

Legacy Financial 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
2026
Q2 		$351K Buy
3,392
+310
+10% +$27.7K 0.04% 315
2026
Q1 		$221K Sell
3,082
-290
-9% -$22.3K 0.03% 380
2025
Q4 		$268K Sell
3,372
-804
-19% -$63.4K 0.04% 334
2025
Q3 		$315K Sell
4,176
-245
-6% -$16.8K 0.04% 311
2025
Q2 		$305K Buy
4,421
+578
+15% +$37.9K 0.05% 271
2025
Q1 		$260K Buy
+3,843
New +$230K 0.04% 296
2024
Q4 		– Sell
-9,199
Closed -$578K – 351
2024
Q3 		$578K Buy
9,199
+78
+0.9% +$4.55K 0.1% 178
2024
Q2 		$539K Buy
9,121
+6,093
+201% +$381K 0.1% 170
2024
Q1 		$242K Buy
3,028
+488
+19% +$37.3K 0.04% 282
2023
Q4 		$201K Buy
+2,540
New +$181K 0.04% 285
2023
Q2 		– Sell
-3,198
Closed -$238K – 264
2023
Q1 		$238K Sell
3,198
-826
-21% -$69.3K 0.05% 219
2022
Q4 		$375K Sell
4,024
-14
-0.3% -$1.35K 0.08% 145
2022
Q3 		$385K Buy
4,038
+1,174
+41% +$116K 0.09% 125
2022
Q2 		$265K Sell
2,864
-463
-14% -$45.2K 0.07% 165
2022
Q1 		$337K Buy
3,327
+533
+19% +$56K 0.08% 151
2021
Q4 		$288K Buy
+2,794
New +$258K 0.07% 144
2020
Q1 		– Sell
-15,223
Closed -$1.13M – 73
2019
Q4 		$1.13M Sell
15,223
-230
-1% -$16.1K 0.36% 27
2019
Q3 		$975K Buy
15,453
+2,206
+17% +$131K 0.32% 30
2019
Q2 		$722K Sell
13,247
-362
-3% -$19.5K 0.26% 41
2019
Q1 		$734K Buy
13,609
+596
+5% +$36.8K 0.25% 41
2018
Q4 		$853K Sell
13,013
-2,820
-18% -$211K 0.33% 29
2018
Q3 		$1.25M Sell
15,833
-180
-1% -$12.9K 0.45% 22
2018
Q2 		$1.1M Sell
16,013
-572
-3% -$37.7K 0.42% 23
2018
Q1 		$1.06M Buy
16,585
+2,377
+17% +$171K 0.42% 21
2017
Q4 		$1.03M Buy
+14,208
New +$1.03M 0.42% 21

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

Legacy Financial Advisors's CVS Position: Q2 2026 in Review

Legacy Financial Advisors increased its CVS Health (CVS) stake by 10% in Q2 2026, buying an estimated $27.7K and bringing the position to 3,392 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #315.

Legacy Financial Advisors first reported a position in CVS in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.25M in Q3 2018. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Legacy Financial Advisors held 3,392 shares of CVS Health worth $351K as of Q2 2026.
  • Legacy Financial Advisors bought 310 CVS Health shares in Q2 2026, an estimated $27.7K.
  • CVS Health made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #315 holding.
  • Legacy Financial Advisors first reported a position in CVS Health in Q4 2017 and has held it in 25 quarters since.
  • Legacy Financial Advisors's CVS Health position peaked at $1.25M in Q3 2018.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.