Ritter Daniher Financial Advisory’s CVS Health CVS Stock Holding History

Ritter Daniher Financial Advisory’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	$7.58K	Hold	73	–	–	﹤0.01%	471
2026 Q1	$5.22K	Buy	73 +5	+7%	+$385	﹤0.01%	505
2025 Q4	$5.4K	Buy	+68	New	+$5.36K	﹤0.01%	504
2024 Q4	–	Hold	0	–	–	–	311
2024 Q3	–	Hold	0	–	–	–	316
2024 Q2	–	Sell	-100	Closed	-$6.25K	–	308
2024 Q1	$7.98K	Hold	100	–	–	﹤0.01%	230
2023 Q4	$7.9K	Hold	100	–	–	﹤0.01%	244
2023 Q3	$6.99K	Hold	100	–	–	﹤0.01%	251
2023 Q2	$6.92K	Hold	100	–	–	﹤0.01%	239
2023 Q1	$7.44K	Hold	100	–	–	﹤0.01%	220
2022 Q4	$9.33K	Hold	100	–	–	﹤0.01%	207
2022 Q3	$10K	Hold	100	–	–	0.01%	174
2022 Q2	$9K	Hold	100	–	–	0.01%	174
2022 Q1	$10K	Hold	100	–	–	0.01%	172
2021 Q4	$10K	Hold	100	–	–	0.01%	163
2021 Q3	$8K	Hold	100	–	–	0.01%	168
2021 Q2	$8K	Hold	100	–	–	0.01%	163
2021 Q1	$8K	Buy	+100	New	+$7.28K	0.01%	154

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

Ritter Daniher Financial Advisory's CVS Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its CVS Health (CVS) position steady in Q2 2026 at 73 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Ritter Daniher Financial Advisory first reported a position in CVS in Q1 2021 and has held it in 16 quarters since. The position peaked at $10K in Q3 2022. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Ritter Daniher Financial Advisory held 73 shares of CVS Health worth $7.58K as of Q2 2026.
Ritter Daniher Financial Advisory left its CVS Health share count unchanged in Q2 2026.
CVS Health made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #471 holding.
Ritter Daniher Financial Advisory first reported a position in CVS Health in Q1 2021 and has held it in 16 quarters since.
Ritter Daniher Financial Advisory's CVS Health position peaked at $10K in Q3 2022.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.