YIA
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YHB Investment Advisors’s CVS Health CVS Stock Holding History

YHB Investment Advisors’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 		$528K Buy
5,104
+70
+1% +$6.25K 0.03% 213
2026
Q1 		$362K Sell
5,034
-166
-3% -$12.8K 0.03% 233
2025
Q4 		$413K Sell
5,200
-935
-15% -$73.7K 0.03% 224
2025
Q3 		$463K Sell
6,135
-125
-2% -$8.57K 0.03% 215
2025
Q2 		$432K Sell
6,260
-700
-10% -$45.9K 0.03% 222
2025
Q1 		$472K Sell
6,960
-5,385
-44% -$322K 0.04% 208
2024
Q4 		$554K Sell
12,345
-1,245
-9% -$69.8K 0.05% 192
2024
Q3 		$855K Sell
13,590
-785
-5% -$45.8K 0.07% 157
2024
Q2 		$849K Sell
14,375
-648
-4% -$40.5K 0.07% 155
2024
Q1 		$1.2M Sell
15,023
-349
-2% -$26.7K 0.11% 142
2023
Q4 		$1.21M Sell
15,372
-9,844
-39% -$701K 0.12% 135
2023
Q3 		$1.76M Sell
25,216
-7,617
-23% -$540K 0.16% 121
2023
Q2 		$2.27M Sell
32,833
-47,637
-59% -$3.39M 0.21% 107
2023
Q1 		$5.98M Sell
80,470
-383
-0.5% -$32.1K 0.6% 48
2022
Q4 		$7.53M Sell
80,853
-1,216
-1% -$117K 0.8% 35
2022
Q3 		$7.83M Buy
82,069
+133
+0.2% +$13.2K 0.87% 29
2022
Q2 		$7.59M Sell
81,936
-1,741
-2% -$170K 0.8% 35
2022
Q1 		$8.47M Sell
83,677
-8,643
-9% -$908K 0.75% 38
2021
Q4 		$9.52M Sell
92,320
-142
-0.2% -$13.1K 0.75% 37
2021
Q3 		$7.85M Buy
92,462
+164
+0.2% +$13.7K 0.68% 40
2021
Q2 		$7.7M Sell
92,298
-438
-0.5% -$35.9K 0.66% 42
2021
Q1 		$7.04M Buy
92,736
+2,120
+2% +$154K 0.61% 45
2020
Q4 		$6.19M Sell
90,616
-228
-0.3% -$14.8K 0.59% 46
2020
Q3 		$5.3M Sell
90,844
-25,523
-22% -$1.59M 0.58% 47
2020
Q2 		$7.56M Buy
116,367
+990
+0.9% +$62.3K 1.09% 28
2020
Q1 		$6.84M Buy
115,377
+3,064
+3% +$205K 1.18% 28
2019
Q4 		$8.34M Buy
112,313
+235
+0.2% +$16.5K 1.19% 25
2019
Q3 		$7.07M Buy
112,078
+8,092
+8% +$480K 1.08% 29
2019
Q2 		$5.67M Buy
103,986
+5,467
+6% +$294K 0.9% 36
2019
Q1 		$5.31M Sell
98,519
-1,863
-2% -$115K 0.83% 38
2018
Q4 		$6.58M Buy
100,382
+11,675
+13% +$872K 1.18% 26
2018
Q3 		$6.98M Sell
88,707
-306
-0.3% -$21.9K 1.05% 28
2018
Q2 		$5.73M Sell
89,013
-1,266
-1% -$83.4K 0.94% 32
2018
Q1 		$5.62M Sell
90,279
-221
-0.2% -$15.9K 0.95% 30
2017
Q4 		$6.56M Sell
90,500
-3,373
-4% -$245K 1.12% 26
2017
Q3 		$7.63M Sell
93,873
-8,996
-9% -$712K 1.37% 22
2017
Q2 		$8.28M Buy
102,869
+9,822
+11% +$776K 1.42% 22
2017
Q1 		$7.67M Buy
93,047
+366
+0.4% +$29.2K 1.47% 18
2016
Q4 		$7.31M Buy
92,681
+5,138
+6% +$416K 1.52% 17
2016
Q3 		$7.79M Sell
87,543
-5,825
-6% -$550K 1.88% 13
2016
Q2 		$8.94M Buy
93,368
+4,926
+6% +$491K 1.97% 9
2016
Q1 		$9.17M Sell
88,442
-3,426
-4% -$333K 2.48% 7
2015
Q4 		$8.98M Buy
91,868
+1,485
+2% +$145K 2.04% 11
2015
Q3 		$8.72M Buy
90,383
+178
+0.2% +$18.7K 2.06% 12
2015
Q2 		$9.46M Buy
90,205
+888
+1% +$90.7K 2.06% 10
2015
Q1 		$9.22M Sell
89,317
-868
-1% -$87.8K 2.07% 12
2014
Q4 		$8.69M Sell
90,185
-539
-0.6% -$47.5K 1.99% 12
2014
Q3 		$7.22M Sell
90,724
-533
-0.6% -$42K 1.73% 14
2014
Q2 		$6.88M Sell
91,257
-171
-0.2% -$12.9K 1.66% 16
2014
Q1 		$6.84M Buy
91,428
+3,982
+5% +$281K 1.74% 12
2013
Q4 		$6.26M Buy
87,446
+407
+0.5% +$26.1K 1.68% 13
2013
Q3 		$4.94M Sell
87,039
-705
-0.8% -$42K 1.46% 19
2013
Q2 		$5.02M Buy
+87,744
New +$5.08M 1.56% 17

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

YHB Investment Advisors's CVS Position: Q2 2026 in Review

YHB Investment Advisors increased its CVS Health (CVS) stake by 1.4% in Q2 2026, buying an estimated $6.25K and bringing the position to 5,104 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #213.

YHB Investment Advisors first reported a position in CVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.52M in Q4 2021. 650 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • YHB Investment Advisors held 5,104 shares of CVS Health worth $528K as of Q2 2026.
  • YHB Investment Advisors bought 70 CVS Health shares in Q2 2026, an estimated $6.25K.
  • CVS Health made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #213 holding.
  • YHB Investment Advisors first reported a position in CVS Health in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's CVS Health position peaked at $9.52M in Q4 2021.
  • 650 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.