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Toth Financial Advisory’s CVS Health CVS Stock Holding History

Toth Financial Advisory’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
2020
Q3 		– Sell
-200
Closed -$13K – 557
2020
Q2 		$13K Hold
200
– – ﹤0.01% 321
2020
Q1 		$12K Hold
200
– – ﹤0.01% 262
2019
Q4 		$15K Hold
200
– – ﹤0.01% 276
2019
Q3 		$13K Hold
200
– – ﹤0.01% 298
2019
Q2 		$11K Buy
+200
New +$10.8K ﹤0.01% 315
2018
Q1 		– Sell
-200
Closed -$15K – 431
2017
Q4 		$15K Buy
+200
New +$14.5K ﹤0.01% 293

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Toth Financial Advisory's CVS Position: Q2 2026 in Review

Toth Financial Advisory increased its CVS Health (CVS) stake by 30% in Q2 2026, buying an estimated $2.68M and bringing the position to 128,684 shares worth $13.3M. The position accounts for 1.3% of the portfolio, ranked #19.

Toth Financial Advisory first reported a position in CVS in Q2 2013 and has held it in 53 quarters since. 505 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Toth Financial Advisory held 128,684 shares of CVS Health worth $13.3M as of Q2 2026.
  • Toth Financial Advisory bought 30,000 CVS Health shares in Q2 2026, an estimated $2.68M.
  • CVS Health made up 1.3% of Toth Financial Advisory's portfolio in Q2 2026, its #19 holding.
  • Toth Financial Advisory first reported a position in CVS Health in Q2 2013 and has held it in 53 quarters since.
  • 505 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.