Resurgent Financial Advisors’s CVS Health CVS Stock Holding History

Resurgent 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	$320K	Sell	3,093 -455	-13%	-$40.6K	0.09%	223
2026 Q1	$255K	Buy	3,548 +106	+3%	+$8.17K	0.09%	219
2025 Q4	$273K	Buy	3,442 +596	+21%	+$47K	0.14%	174
2025 Q3	$215K	Buy	+2,846	New	+$195K	0.11%	199
2024 Q2	–	Sell	-4,339	Closed	-$346K	–	182
2024 Q1	$346K	Buy	4,339 +1,352	+45%	+$103K	0.18%	140
2023 Q4	$236K	Sell	2,987 -35	-1%	-$2.49K	0.14%	151
2023 Q3	$211K	Buy	3,022 +21	+0.7%	+$1.49K	0.14%	143
2023 Q2	$207K	Sell	3,001 -67	-2%	-$4.77K	0.14%	139
2023 Q1	$228K	Sell	3,068 -2,039	-40%	-$171K	0.15%	134
2022 Q4	$476K	Sell	5,107 -6,150	-55%	-$593K	0.25%	96
2022 Q3	$1.07M	Buy	11,257 +6,282	+126%	+$622K	0.72%	40
2022 Q2	$461K	Sell	4,975 -1,307	-21%	-$128K	0.3%	97
2022 Q1	$635K	Buy	6,282 +3,095	+97%	+$325K	0.39%	73
2021 Q4	$328K	Buy	+3,187	New	+$295K	0.26%	88

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Resurgent Financial Advisors reduced its CVS Health (CVS) stake by 13% in Q2 2026, selling an estimated $40.6K and leaving 3,093 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #223.

Resurgent Financial Advisors first reported a position in CVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.07M in Q3 2022. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Resurgent Financial Advisors held 3,093 shares of CVS Health worth $320K as of Q2 2026.
Resurgent Financial Advisors sold 455 CVS Health shares in Q2 2026, an estimated $40.6K.
CVS Health made up 0.09% of Resurgent Financial Advisors's portfolio in Q2 2026, its #223 holding.
Resurgent Financial Advisors first reported a position in CVS Health in Q4 2021 and has held it in 14 quarters since.
Resurgent Financial Advisors's CVS Health position peaked at $1.07M in Q3 2022.
2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.