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Peak Financial Advisors’s CVS Health CVS Stock Holding History

Peak 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 		$3.79M Buy
36,666
+6,259
+21% +$559K 1.57% 15
2026
Q1 		$2.18M Sell
30,407
-7,113
-19% -$548K 0.97% 32
2025
Q4 		$2.98M Buy
37,520
+19,298
+106% +$1.52M 1.34% 13
2025
Q3 		$1.37M Buy
18,222
+3,413
+23% +$234K 0.66% 37
2025
Q2 		$1.02M Buy
+14,809
New +$971K 0.52% 37

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
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

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

Peak Financial Advisors increased its CVS Health (CVS) stake by 21% in Q2 2026, buying an estimated $559K and bringing the position to 36,666 shares worth $3.79M. The position accounts for 1.57% of the portfolio, ranked #15.

Peak Financial Advisors first reported a position in CVS in Q2 2025 and has held it in 5 quarters since. 388 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Peak Financial Advisors held 36,666 shares of CVS Health worth $3.79M as of Q2 2026.
  • Peak Financial Advisors bought 6,259 CVS Health shares in Q2 2026, an estimated $559K.
  • CVS Health made up 1.57% of Peak Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Peak Financial Advisors first reported a position in CVS Health in Q2 2025 and has held it in 5 quarters since.
  • 388 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.