Sowell Financial Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.72M | Sell |
35,982
-184
| -0.5% | -$16.4K | 0.12% | 184 |
|
|
2026
Q1 | $2.6M | Buy |
36,166
+422
| +1% | +$32.5K | 0.1% | 225 |
|
|
2025
Q4 | $2.84M | Sell |
35,744
-1,309
| -4% | -$103K | 0.1% | 203 |
|
|
2025
Q3 | $2.79M | Sell |
37,053
-167
| -0.4% | -$11.4K | 0.11% | 200 |
|
|
2025
Q2 | $2.57M | Buy |
37,220
+13,697
| +58% | +$898K | 0.1% | 203 |
|
|
2025
Q1 | $1.59M | Sell |
23,523
-14,847
| -39% | -$888K | 0.07% | 283 |
|
|
2024
Q4 | $1.72M | Buy |
38,370
+5,689
| +17% | +$319K | 0.09% | 237 |
|
|
2024
Q3 | $2.06M | Buy |
32,681
+5,100
| +18% | +$298K | 0.1% | 231 |
|
|
2024
Q2 | $1.63M | Sell |
27,581
-2,987
| -10% | -$187K | 0.08% | 259 |
|
|
2024
Q1 | $2.44M | Sell |
30,568
-505
| -2% | -$38.6K | 0.12% | 186 |
|
|
2023
Q4 | $2.45M | Buy |
31,073
+1,154
| +4% | +$82.1K | 0.13% | 172 |
|
|
2023
Q3 | $2.09M | Sell |
29,919
-22,491
| -43% | -$1.59M | 0.13% | 174 |
|
|
2023
Q2 | $3.62M | Buy |
52,410
+21,080
| +67% | +$1.5M | 0.2% | 117 |
|
|
2023
Q1 | $2.33M | Sell |
31,330
-27,659
| -47% | -$2.32M | 0.18% | 134 |
|
|
2022
Q4 | $5.5M | Buy |
58,989
+3,530
| +6% | +$341K | 0.36% | 65 |
|
|
2022
Q3 | $5.29M | Sell |
55,459
-5,346
| -9% | -$529K | 0.53% | 38 |
|
|
2022
Q2 | $5.63M | Buy |
60,805
+30,969
| +104% | +$3.02M | 0.52% | 41 |
|
|
2022
Q1 | $3M | Sell |
29,836
-20,803
| -41% | -$2.19M | 0.52% | 35 |
|
|
2021
Q4 | $5.22M | Buy |
50,639
+6,214
| +14% | +$574K | 0.3% | 73 |
|
|
2021
Q3 | $3.77M | Sell |
44,425
-9
| -0% | -$754 | 0.25% | 99 |
|
|
2021
Q2 | $3.71M | Sell |
44,434
-8,616
| -16% | -$706K | 0.25% | 115 |
|
|
2021
Q1 | $4.44M | Buy |
53,050
+10,768
| +25% | +$784K | 0.15% | 130 |
|
|
2020
Q4 | $2.89M | Buy |
42,282
+1,107
| +3% | +$72K | 0.12% | 147 |
|
|
2020
Q3 | $2.4M | Sell |
41,175
-658
| -2% | -$40.9K | 0.12% | 152 |
|
|
2020
Q2 | $2.72M | Sell |
41,833
-15,565
| -27% | -$980K | 0.15% | 130 |
|
|
2020
Q1 | $3.4M | Buy |
57,398
+3,653
| +7% | +$244K | 0.25% | 96 |
|
|
2019
Q4 | $3.99M | Sell |
53,745
-529
| -1% | -$37.1K | 0.3% | 67 |
|
|
2019
Q3 | $3.42M | Buy |
+54,274
| New | +$3.22M | 0.28% | 74 |
|
|
2019
Q1 | $1.53M | Sell |
28,391
-5,829
| -17% | -$360K | 0.17% | 133 |
|
|
2018
Q4 | $2.24M | Buy |
34,220
+16,896
| +98% | +$1.26M | 0.32% | 69 |
|
|
2018
Q3 | $1.36M | Buy |
17,324
+717
| +4% | +$51.3K | 0.2% | 90 |
|
|
2018
Q2 | $1.15M | Buy |
16,607
+5,613
| +51% | +$370K | 0.24% | 98 |
|
|
2018
Q1 | $725K | Buy |
10,994
+8,156
| +287% | +$585K | 0.18% | 119 |
|
|
2017
Q4 | $225K | Sell |
2,838
-128
| -4% | -$9.31K | 0.06% | 230 |
|
|
2017
Q3 | $205K | Buy |
+2,966
| New | +$235K | 0.05% | 232 |
|
|
2017
Q1 | – | Sell |
-1,786
| Closed | -$140K | – | 316 |
|
|
2016
Q4 | $140K | Buy |
+1,786
| New | +$145K | 0.05% | 231 |
|
Other funds holding CVS
Sowell Financial Services's CVS Position: Q2 2026 in Review
Sowell Financial Services reduced its CVS Health (CVS) stake by 0.51% in Q2 2026, selling an estimated $16.4K and leaving 35,982 shares worth $3.72M. The position accounts for 0.12% of the portfolio, ranked #184.
Sowell Financial Services first reported a position in CVS in Q4 2016 and has held it in 36 quarters since. The position peaked at $5.63M in Q2 2022. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.
- Sowell Financial Services held 35,982 shares of CVS Health worth $3.72M as of Q2 2026.
- Sowell Financial Services sold 184 CVS Health shares in Q2 2026, an estimated $16.4K.
- CVS Health made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #184 holding.
- Sowell Financial Services first reported a position in CVS Health in Q4 2016 and has held it in 36 quarters since.
- Sowell Financial Services's CVS Health position peaked at $5.63M in Q2 2022.
- 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.