Syverson Strege & Co’s CVS Health CVS Stock Holding History

Syverson Strege & Co’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	$518K	Sell	5,011 -159	-3%	-$14.2K	0.11%	85
2026 Q1	$371K	Sell	5,170 -646	-11%	-$49.8K	0.09%	99
2025 Q4	$462K	Buy	5,816 +94	+2%	+$7.41K	0.11%	79
2025 Q3	$431K	Sell	5,722 -799	-12%	-$54.8K	0.1%	80
2025 Q2	$450K	Buy	+6,521	New	+$428K	0.11%	74
2023 Q2	–	Sell	-141	Closed	-$10.5K	–	194
2023 Q1	$10.5K	Buy	141 +133	+1,663%	+$11.2K	﹤0.01%	251
2022 Q4	$744	Buy	+8	New	+$772	﹤0.01%	283
2021 Q4	–	Sell	-243	Closed	-$21K	–	340
2021 Q3	$21K	Buy	+243	New	+$20.4K	0.02%	190

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Syverson Strege & Co's CVS Position: Q2 2026 in Review

Syverson Strege & Co reduced its CVS Health (CVS) stake by 3.1% in Q2 2026, selling an estimated $14.2K and leaving 5,011 shares worth $518K. The position accounts for 0.11% of the portfolio, ranked #85.

Syverson Strege & Co first reported a position in CVS in Q3 2021 and has held it in 8 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Syverson Strege & Co held 5,011 shares of CVS Health worth $518K as of Q2 2026.
Syverson Strege & Co sold 159 CVS Health shares in Q2 2026, an estimated $14.2K.
CVS Health made up 0.11% of Syverson Strege & Co's portfolio in Q2 2026, its #85 holding.
Syverson Strege & Co first reported a position in CVS Health in Q3 2021 and has held it in 8 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.