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Lynx Investment Advisory’s CVS Health CVS Stock Holding History

Lynx Investment Advisory’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 		$210K Buy
+2,033
New +$181K 0.07% 222
2024
Q4 		– Sell
-3,194
Closed -$201K – 148
2024
Q3 		$201K Sell
3,194
-243
-7% -$14.2K 0.14% 140
2024
Q2 		$203K Buy
+3,437
New +$215K 0.15% 128

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 $3.38T AUM 44.17% 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

Lynx Investment Advisory's CVS Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in CVS Health (CVS) in Q2 2026: 2,033 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #222 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in CVS as recently as Q3 2024.

Lynx Investment Advisory first reported a position in CVS in Q2 2024 and has held it in 3 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Lynx Investment Advisory held 2,033 shares of CVS Health worth $210K as of Q2 2026.
  • CVS Health was a new Lynx Investment Advisory position in Q2 2026.
  • CVS Health made up 0.07% of Lynx Investment Advisory's portfolio in Q2 2026, its #222 holding.
  • Lynx Investment Advisory first reported a position in CVS Health in Q2 2024 and has held it in 3 quarters since.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.