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Scarborough Advisors’s CVS Health CVS Stock Holding History

Scarborough 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 		– Sell
-159
Closed -$11.4K – 263
2026
Q1 		$11.4K Buy
+159
New +$12.2K ﹤0.01% 423
2024
Q1 		– Sell
-474
Closed -$37.4K – 447
2023
Q4 		$37.4K Buy
+474
New +$33.7K 0.01% 202

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

Scarborough Advisors's CVS Position: Q2 2026 in Review

Scarborough Advisors sold out of CVS Health (CVS) in Q2 2026, closing a stake of 159 shares — an estimated $11.4K sold.

Scarborough Advisors first reported a position in CVS in Q4 2023 and held it in 2 quarters. The position peaked at $37.4K in Q4 2023. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Scarborough Advisors reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 159 CVS Health shares in Q2 2026, an estimated $11.4K.
  • Scarborough Advisors first reported a position in CVS Health in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's CVS Health position peaked at $37.4K in Q4 2023.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.