Regal Investment Advisors’s CVS Health CVS Stock Holding History

Regal Investment 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 Q1	$355K	Sell	4,946 -930	-16%	-$71.6K	0.02%	495
2025 Q4	$466K	Sell	5,876 -201	-3%	-$15.8K	0.03%	438
2025 Q3	$458K	Buy	6,077 +15	+0.2%	+$1.03K	0.03%	393
2025 Q2	$418K	Sell	6,062 -443	-7%	-$29K	0.03%	363
2025 Q1	$441K	Sell	6,505 -319	-5%	-$19.1K	0.04%	345
2024 Q4	$306K	Sell	6,824 -3,052	-31%	-$171K	0.02%	403
2024 Q3	$621K	Sell	9,876 -72,474	-88%	-$4.23M	0.04%	312
2024 Q2	$4.86M	Buy	82,350 +11,617	+16%	+$727K	0.32%	89
2024 Q1	$5.64M	Buy	70,733 +1,130	+2%	+$86.3K	0.39%	72
2023 Q4	$5.5M	Buy	69,603 +10,109	+17%	+$719K	0.42%	68
2023 Q3	$4.15M	Buy	59,494 +16,397	+38%	+$1.16M	0.35%	79
2023 Q2	$2.98M	Buy	43,097 +6,491	+18%	+$462K	0.25%	109
2023 Q1	$2.72M	Buy	36,606 +22,890	+167%	+$1.92M	0.24%	114
2022 Q4	$1.28M	Buy	13,716 +224	+2%	+$21.6K	0.12%	162
2022 Q3	$1.29M	Sell	13,492 -12,766	-49%	-$1.26M	0.14%	149
2022 Q2	$2.43M	Sell	26,258 -734	-3%	-$71.6K	0.25%	107
2022 Q1	$2.73M	Sell	26,992 -1,685	-6%	-$177K	0.25%	106
2021 Q4	$2.96M	Buy	28,677 +396	+1%	+$36.6K	0.26%	96
2021 Q3	$2.4M	Buy	28,281 +7,857	+38%	+$658K	0.23%	112
2021 Q2	$1.7M	Buy	+20,424	New	+$1.67M	0.17%	138
2021 Q1	–	Sell	-28,602	Closed	-$1.95M	–	96
2020 Q4	$1.95M	Buy	+28,602	New	+$1.86M	0.22%	116
2020 Q1	–	Sell	-36,096	Closed	-$2.68M	–	75
2019 Q4	$2.68M	Sell	36,096 -6,977	-16%	-$490K	0.48%	58
2019 Q3	$2.72M	Buy	43,073 +33,491	+350%	+$1.98M	0.53%	51
2019 Q2	$522K	Buy	+9,582	New	+$516K	0.1%	187
2019 Q1	–	Sell	-3,529	Closed	-$231K	–	365
2018 Q4	$231K	Buy	3,529 +660	+23%	+$49.3K	0.05%	285
2018 Q3	$226K	Buy	+2,869	New	+$205K	0.05%	282
2015 Q4	–	Sell	-1,845	Closed	-$178K	–	389
2015 Q3	$178K	Buy	1,845 +81	+5%	+$8.52K	0.05%	251
2015 Q2	$185K	Hold	1,764	–	–	0.05%	256
2015 Q1	$182K	Buy	1,764 +1,560	+765%	+$158K	0.05%	263
2014 Q4	$20K	Sell	204 -120	-37%	-$10.6K	0.01%	526
2014 Q3	$26K	Buy	324 +84	+35%	+$6.62K	0.01%	515
2014 Q2	$18K	Hold	240	–	–	0.01%	566
2014 Q1	$18K	Hold	240	–	–	0.01%	530
2013 Q4	$17K	Hold	240	–	–	0.01%	487
2013 Q3	$14K	Hold	240	–	–	0.01%	531
2013 Q2	$14K	Buy	+240	New	+$13.9K	0.01%	520

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's CVS Position: Q1 2026 in Review

Regal Investment Advisors reduced its CVS Health (CVS) stake by 16% in Q1 2026, selling an estimated $71.6K and leaving 4,946 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #495.

Regal Investment Advisors first reported a position in CVS in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.64M in Q1 2024. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Regal Investment Advisors held 4,946 shares of CVS Health worth $355K as of Q1 2026.
Regal Investment Advisors sold 930 CVS Health shares in Q1 2026, an estimated $71.6K.
CVS Health made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #495 holding.
Regal Investment Advisors first reported a position in CVS Health in Q2 2013 and has held it in 36 quarters since.
Regal Investment Advisors's CVS Health position peaked at $5.64M in Q1 2024.
1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.