MFF
CVS icon

Michels Family Financial’s CVS Health CVS Stock Holding History

Michels Family 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
Q1 		$989K Buy
13,775
+3,358
+32% +$259K 0.71% 43
2025
Q4 		$827K Sell
10,417
-3
-0% -$237 0.61% 50
2025
Q3 		$786K Buy
10,420
+187
+2% +$12.8K 0.61% 50
2025
Q2 		$706K Sell
10,233
-100
-1% -$6.56K 0.6% 51
2025
Q1 		$700K Buy
10,333
+222
+2% +$13.3K 0.63% 46
2024
Q4 		$454K Buy
+10,111
New +$567K 0.42% 83

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

Michels Family Financial's CVS Position: Q1 2026 in Review

Michels Family Financial increased its CVS Health (CVS) stake by 32% in Q1 2026, buying an estimated $259K and bringing the position to 13,775 shares worth $989K. The position accounts for 0.71% of the portfolio, ranked #43.

Michels Family Financial first reported a position in CVS in Q4 2024 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Michels Family Financial held 13,775 shares of CVS Health worth $989K as of Q1 2026.
  • Michels Family Financial bought 3,358 CVS Health shares in Q1 2026, an estimated $259K.
  • CVS Health made up 0.71% of Michels Family Financial's portfolio in Q1 2026, its #43 holding.
  • Michels Family Financial first reported a position in CVS Health in Q4 2024 and has held it in 6 quarters since.
  • 1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.