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Sequoia Financial Advisors’s CVS Health CVS Stock Holding History

Sequoia 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 		$5.77M Buy
55,759
+1,646
+3% +$147K 0.03% 329
2026
Q1 		$3.89M Sell
54,113
-21,433
-28% -$1.65M 0.02% 382
2025
Q4 		$6M Buy
75,546
+30,977
+70% +$2.44M 0.03% 287
2025
Q3 		$3.36M Sell
44,569
-3,161
-7% -$217K 0.02% 389
2025
Q2 		$3.29M Buy
47,730
+2,825
+6% +$185K 0.02% 361
2025
Q1 		$3.04M Buy
44,905
+3,748
+9% +$224K 0.02% 357
2024
Q4 		$1.85M Sell
41,157
-6,551
-14% -$368K 0.02% 424
2024
Q3 		$3M Buy
47,708
+15,741
+49% +$918K 0.03% 292
2024
Q2 		$1.89M Sell
31,967
-8,420
-21% -$527K 0.02% 340
2024
Q1 		$3.22M Sell
40,387
-249,845
-86% -$19.1M 0.04% 251
2023
Q4 		$22.9M Buy
290,232
+56,232
+24% +$4M 0.28% 73
2023
Q3 		$16.3M Buy
234,000
+28,537
+14% +$2.02M 0.29% 69
2023
Q2 		$14.2M Buy
205,463
+56,289
+38% +$4.01M 0.24% 79
2023
Q1 		$11.1M Buy
149,174
+29,256
+24% +$2.45M 0.25% 79
2022
Q4 		$11.2M Buy
119,918
+11,363
+10% +$1.1M 0.27% 69
2022
Q3 		$10.4M Sell
108,555
-2,353
-2% -$233K 0.33% 54
2022
Q2 		$10.3M Buy
110,908
+2,283
+2% +$223K 0.29% 66
2022
Q1 		$11M Sell
108,625
-5,031
-4% -$529K 0.27% 73
2021
Q4 		$11.7M Buy
113,656
+80,141
+239% +$7.41M 0.32% 63
2021
Q3 		$2.84M Sell
33,515
-60,817
-64% -$5.09M 0.29% 54
2021
Q2 		$7.87M Buy
94,332
+13,226
+16% +$1.08M 0.29% 62
2021
Q1 		$6.1M Buy
81,106
+74,564
+1,140% +$5.43M 0.26% 57
2020
Q4 		$447K Sell
6,542
-33
-0.5% -$2.15K 0.02% 264
2020
Q3 		$384K Sell
6,575
-651
-9% -$40.5K 0.02% 259
2020
Q2 		$470K Buy
7,226
+1,927
+36% +$121K 0.03% 222
2020
Q1 		$314K Buy
5,299
+566
+12% +$37.8K 0.02% 264
2019
Q4 		$352K Buy
4,733
+662
+16% +$46.5K 0.02% 277
2019
Q3 		$257K Sell
4,071
-1,470
-27% -$87.1K 0.02% 301
2019
Q2 		$302K Sell
5,541
-2,140
-28% -$115K 0.02% 277
2019
Q1 		$414K Sell
7,681
-54,179
-88% -$3.34M 0.03% 216
2018
Q4 		$4.05M Buy
61,860
+56,437
+1,041% +$4.21M 0.47% 44
2018
Q3 		$427K Sell
5,423
-109
-2% -$7.79K 0.04% 176
2018
Q2 		$356K Sell
5,532
-1,396
-20% -$92K 0.04% 196
2018
Q1 		$431K Sell
6,928
-1,086
-14% -$77.9K 0.05% 174
2017
Q4 		$581K Sell
8,014
-23,736
-75% -$1.73M 0.06% 151
2017
Q3 		$2.58M Buy
31,750
+25,344
+396% +$2M 0.31% 64
2017
Q2 		$515K Buy
6,406
+53
+0.8% +$4.18K 0.06% 146
2017
Q1 		$499K Buy
6,353
+8
+0.1% +$639 0.06% 137
2016
Q4 		$501K Buy
6,345
+2,572
+68% +$208K 0.07% 135
2016
Q3 		$336K Sell
3,773
-18
-0.5% -$1.7K 0.06% 157
2016
Q2 		$363K Buy
3,791
+180
+5% +$17.9K 0.1% 148
2016
Q1 		$375K Buy
+3,611
New +$351K 0.12% 116
2015
Q4 		– Sell
-2,159
Closed -$208K – 180
2015
Q3 		$208K Sell
2,159
-518
-19% -$54.5K 0.09% 157
2015
Q2 		$281K Buy
2,677
+45
+2% +$4.6K 0.12% 145
2015
Q1 		$272K Sell
2,632
-124
-4% -$12.5K 0.12% 140
2014
Q4 		$265K Sell
2,756
-79
-3% -$6.96K 0.18% 120
2014
Q3 		$226K Buy
2,835
+8
+0.3% +$631 0.16% 144
2014
Q2 		$213K Sell
2,827
-307
-10% -$23.2K 0.16% 144
2014
Q1 		$235K Buy
3,134
+275
+10% +$19.4K 0.2% 133
2013
Q4 		$205K Buy
+2,859
New +$184K 0.17% 138

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

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

Sequoia Financial Advisors increased its CVS Health (CVS) stake by 3% in Q2 2026, buying an estimated $147K and bringing the position to 55,759 shares worth $5.77M. The position accounts for 0.03% of the portfolio, ranked #329.

Sequoia Financial Advisors first reported a position in CVS in Q4 2013 and has held it in 50 quarters since. The position peaked at $22.9M in Q4 2023. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Sequoia Financial Advisors held 55,759 shares of CVS Health worth $5.77M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,646 CVS Health shares in Q2 2026, an estimated $147K.
  • CVS Health made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #329 holding.
  • Sequoia Financial Advisors first reported a position in CVS Health in Q4 2013 and has held it in 50 quarters since.
  • Sequoia Financial Advisors's CVS Health position peaked at $22.9M in Q4 2023.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.