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Sunburst Financial Group’s CVS Health CVS Stock Holding History

Sunburst Financial Group’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 		$257K Buy
+2,485
New +$222K 0.04% 118
2026
Q1 		– Sell
-2,854
Closed -$226K – 137
2025
Q4 		$226K Sell
2,854
-35
-1% -$2.76K 0.05% 113
2025
Q3 		$218K Buy
+2,889
New +$198K 0.05% 113
2023
Q1 		– Sell
-2,421
Closed -$226K – 90
2022
Q4 		$226K Sell
2,421
-47
-2% -$4.54K 0.09% 84
2022
Q3 		$235K Buy
+2,468
New +$244K 0.11% 80

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

Sunburst Financial Group's CVS Position: Q2 2026 in Review

Sunburst Financial Group opened a new position in CVS Health (CVS) in Q2 2026: 2,485 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings. This is a return to the name: Sunburst Financial Group previously reported a position in CVS as recently as Q4 2025.

Sunburst Financial Group first reported a position in CVS in Q3 2022 and has held it in 5 quarters since. 2,069 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Sunburst Financial Group held 2,485 shares of CVS Health worth $257K as of Q2 2026.
  • CVS Health was a new Sunburst Financial Group position in Q2 2026.
  • CVS Health made up 0.04% of Sunburst Financial Group's portfolio in Q2 2026, its #118 holding.
  • Sunburst Financial Group first reported a position in CVS Health in Q3 2022 and has held it in 5 quarters since.
  • 2,069 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.