PFA
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Pure Financial Advisors’s CVS Health CVS Stock Holding History

Pure 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 		$726K Sell
7,016
-172
-2% -$15.4K 0.01% 290
2026
Q1 		$516K Buy
7,188
+202
+3% +$15.6K 0.01% 327
2025
Q4 		$554K Buy
6,986
+377
+6% +$29.7K 0.01% 294
2025
Q3 		$498K Buy
6,609
+80
+1% +$5.48K 0.01% 310
2025
Q2 		$450K Buy
6,529
+3,516
+117% +$231K 0.01% 315
2025
Q1 		$204K Buy
+3,013
New +$180K ﹤0.01% 371
2024
Q1 		– Sell
-2,552
Closed -$202K – 315
2023
Q4 		$202K Buy
+2,552
New +$182K 0.01% 293
2022
Q1 		– Sell
-2,341
Closed -$242K – 224
2021
Q4 		$242K Sell
2,341
-345
-13% -$31.9K 0.01% 190
2021
Q3 		$228K Buy
+2,686
New +$225K 0.02% 179
2021
Q2 		– Sell
-3,374
Closed -$254K – 198
2021
Q1 		$254K Buy
3,374
+103
+3% +$7.5K 0.03% 163
2020
Q4 		$223K Buy
+3,271
New +$213K 0.03% 164
2020
Q3 		– Sell
-3,199
Closed -$208K – 154
2020
Q2 		$208K Buy
+3,199
New +$201K 0.03% 133
2020
Q1 		– Sell
-3,199
Closed -$238K – 133
2019
Q4 		$238K Hold
3,199
– – 0.04% 126
2019
Q3 		$202K Buy
+3,199
New +$190K 0.04% 128
2019
Q1 		– Sell
-3,188
Closed -$209K – 138
2018
Q4 		$209K Sell
3,188
-47
-1% -$3.51K 0.04% 139
2018
Q3 		$255K Buy
+3,235
New +$231K 0.06% 125

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

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

Pure Financial Advisors reduced its CVS Health (CVS) stake by 2.4% in Q2 2026, selling an estimated $15.4K and leaving 7,016 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #290.

Pure Financial Advisors first reported a position in CVS in Q3 2018 and has held it in 16 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Pure Financial Advisors held 7,016 shares of CVS Health worth $726K as of Q2 2026.
  • Pure Financial Advisors sold 172 CVS Health shares in Q2 2026, an estimated $15.4K.
  • CVS Health made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • Pure Financial Advisors first reported a position in CVS Health in Q3 2018 and has held it in 16 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

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