SFC
CVS icon

SYM Financial Corp’s CVS Health CVS Stock Holding History

SYM Financial Corp’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 		$250K Sell
3,485
-424
-11% -$32.7K 0.03% 259
2025
Q4 		$310K Buy
3,909
+25
+0.6% +$1.97K 0.03% 219
2025
Q3 		$293K Sell
3,884
-560
-13% -$38.4K 0.03% 225
2025
Q2 		$307K Sell
4,444
-656
-13% -$43K 0.03% 205
2025
Q1 		$346K Buy
+5,100
New +$305K 0.04% 150

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

SYM Financial Corp's CVS Position: Q1 2026 in Review

SYM Financial Corp reduced its CVS Health (CVS) stake by 11% in Q1 2026, selling an estimated $32.7K and leaving 3,485 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #259.

SYM Financial Corp first reported a position in CVS in Q1 2025 and has held it in 5 quarters since. The position peaked at $346K in Q1 2025. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • SYM Financial Corp held 3,485 shares of CVS Health worth $250K as of Q1 2026.
  • SYM Financial Corp sold 424 CVS Health shares in Q1 2026, an estimated $32.7K.
  • CVS Health made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #259 holding.
  • SYM Financial Corp first reported a position in CVS Health in Q1 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's CVS Health position peaked at $346K in Q1 2025.
  • 1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.