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USA FINANCIAL FORMULAS’s CVS Health CVS Stock Holding History

USA FINANCIAL FORMULAS’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 		$441K Buy
+4,264
New +$381K 0.08% 90

Other funds holding CVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

USA FINANCIAL FORMULAS's CVS Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in CVS Health (CVS) in Q2 2026: 4,264 shares worth $441K. The stake represents 0.08% of the portfolio and ranks #90 among its holdings.

1,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • USA FINANCIAL FORMULAS held 4,264 shares of CVS Health worth $441K as of Q2 2026.
  • CVS Health was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • CVS Health made up 0.08% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #90 holding.
  • 1,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.