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Seven Mile Advisory’s CVS Health CVS Stock Holding History

Seven Mile 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 		$228K Buy
+2,206
New +$197K 0.15% 133
2026
Q1 		– Sell
-3,412
Closed -$271K – 202
2025
Q4 		$271K Sell
3,412
-498
-13% -$39.3K 0.05% 191
2025
Q3 		$295K Buy
+3,910
New +$268K 0.05% 205

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

Seven Mile Advisory's CVS Position: Q2 2026 in Review

Seven Mile Advisory opened a new position in CVS Health (CVS) in Q2 2026: 2,206 shares worth $228K. The stake represents 0.15% of the portfolio and ranks #133 among its holdings. This is a return to the name: Seven Mile Advisory previously reported a position in CVS as recently as Q4 2025.

Seven Mile Advisory first reported a position in CVS in Q3 2025 and has held it in 3 quarters since. The position peaked at $295K in Q3 2025. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Seven Mile Advisory held 2,206 shares of CVS Health worth $228K as of Q2 2026.
  • CVS Health was a new Seven Mile Advisory position in Q2 2026.
  • CVS Health made up 0.15% of Seven Mile Advisory's portfolio in Q2 2026, its #133 holding.
  • Seven Mile Advisory first reported a position in CVS Health in Q3 2025 and has held it in 3 quarters since.
  • Seven Mile Advisory's CVS Health position peaked at $295K in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.