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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Seven Mile Advisory's CVS Position: Q1 2026 in Review

Seven Mile Advisory sold out of CVS Health (CVS) in Q1 2026, closing a stake of 3,412 shares — an estimated $271K sold.

Seven Mile Advisory first reported a position in CVS in Q3 2025 and held it in 2 quarters. The position peaked at $295K in Q3 2025. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Seven Mile Advisory reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
Seven Mile Advisory sold 3,412 CVS Health shares in Q1 2026, an estimated $271K.
Seven Mile Advisory first reported a position in CVS Health in Q3 2025 and held it in 2 quarters.
Seven Mile Advisory's CVS Health position peaked at $295K in Q3 2025.
1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.