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Souders Financial Advisors’s CVS Health CVS Stock Holding History

Souders 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
Q1 		$349K Buy
4,865
+253
+5% +$19.5K 0.04% 170
2025
Q4 		$366K Buy
4,612
+194
+4% +$15.3K 0.04% 165
2025
Q3 		$333K Buy
4,418
+29
+0.7% +$1.99K 0.04% 167
2025
Q2 		$303K Buy
4,389
+371
+9% +$24.3K 0.04% 165
2025
Q1 		$272K Buy
+4,018
New +$240K 0.04% 157
2024
Q4 		– Sell
-4,191
Closed -$264K – 179
2024
Q3 		$264K Sell
4,191
-368
-8% -$21.5K 0.04% 149
2024
Q2 		$269K Buy
4,559
+55
+1% +$3.44K 0.04% 146
2024
Q1 		$359K Buy
4,504
+155
+4% +$11.8K 0.06% 139
2023
Q4 		$343K Buy
4,349
+120
+3% +$8.54K 0.06% 137
2023
Q3 		$295K Buy
4,229
+35
+0.8% +$2.48K 0.06% 141
2023
Q2 		$290K Sell
4,194
-15
-0.4% -$1.07K 0.06% 136
2023
Q1 		$313K Sell
4,209
-711
-14% -$59.6K 0.07% 131
2022
Q4 		$458K Sell
4,920
-150
-3% -$14.5K 0.1% 118
2022
Q3 		$484K Sell
5,070
-97
-2% -$9.6K 0.13% 109
2022
Q2 		$479K Buy
5,167
+675
+15% +$65.9K 0.14% 102
2022
Q1 		$455K Sell
4,492
-161
-3% -$16.9K 0.13% 108
2021
Q4 		$480K Sell
4,653
-30,412
-87% -$2.81M 0.14% 104
2021
Q3 		$2.98M Buy
35,065
+480
+1% +$40.2K 0.96% 34
2021
Q2 		$2.89M Sell
34,585
-1,152
-3% -$94.3K 0.97% 32
2021
Q1 		$2.69M Buy
35,737
+1,055
+3% +$76.8K 1.05% 30
2020
Q4 		$2.37M Buy
34,682
+611
+2% +$39.7K 1.03% 30
2020
Q3 		$2.39M Buy
34,071
+599
+2% +$37.3K 1.13% 29
2020
Q2 		$2.17M Buy
33,472
+16,934
+102% +$1.07M 1.24% 24
2020
Q1 		$981K Buy
+16,538
New +$1.1M 0.87% 32

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Souders Financial Advisors's CVS Position: Q1 2026 in Review

Souders Financial Advisors increased its CVS Health (CVS) stake by 5.5% in Q1 2026, buying an estimated $19.5K and bringing the position to 4,865 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #170.

Souders Financial Advisors first reported a position in CVS in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.98M in Q3 2021. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Souders Financial Advisors held 4,865 shares of CVS Health worth $349K as of Q1 2026.
  • Souders Financial Advisors bought 253 CVS Health shares in Q1 2026, an estimated $19.5K.
  • CVS Health made up 0.04% of Souders Financial Advisors's portfolio in Q1 2026, its #170 holding.
  • Souders Financial Advisors first reported a position in CVS Health in Q1 2020 and has held it in 24 quarters since.
  • Souders Financial Advisors's CVS Health position peaked at $2.98M in Q3 2021.
  • 1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.