S
CVS icon

Sachetta’s CVS Health CVS Stock Holding History

Sachetta’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 		$138K Buy
1,333
+131
+11% +$11.7K 0.07% 118
2026
Q1 		$86.3K Buy
1,202
+35
+3% +$2.7K 0.05% 151
2025
Q4 		$92.6K Buy
1,167
+31
+3% +$2.44K 0.05% 146
2025
Q3 		$85.6K Buy
1,136
+237
+26% +$16.2K 0.03% 210
2025
Q2 		$62K Sell
899
-288
-24% -$18.9K 0.02% 228
2025
Q1 		$80.4K Sell
1,187
-1,097
-48% -$65.6K 0.03% 211
2024
Q4 		$103K Sell
2,284
-3,578
-61% -$201K 0.04% 197
2024
Q3 		$369K Buy
5,862
+881
+18% +$51.4K 0.15% 111
2024
Q2 		$315K Sell
4,981
-184
-4% -$11.5K 0.14% 114
2024
Q1 		$408K Hold
5,165
– – 0.19% 91
2023
Q4 		$408K Buy
+5,165
New +$368K 0.19% 91

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

Sachetta's CVS Position: Q2 2026 in Review

Sachetta increased its CVS Health (CVS) stake by 11% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,333 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #118.

Sachetta first reported a position in CVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $408K in Q1 2024. 403 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Sachetta held 1,333 shares of CVS Health worth $138K as of Q2 2026.
  • Sachetta bought 131 CVS Health shares in Q2 2026, an estimated $11.7K.
  • CVS Health made up 0.07% of Sachetta's portfolio in Q2 2026, its #118 holding.
  • Sachetta first reported a position in CVS Health in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's CVS Health position peaked at $408K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.