Yoffe Investment Management’s CVS Health CVS Stock Holding History

Yoffe Investment Management’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	$213K	Buy	+2,057	New	+$184K	0.24%	107

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

Yoffe Investment Management's CVS Position: Q2 2026 in Review

Yoffe Investment Management opened a new position in CVS Health (CVS) in Q2 2026: 2,057 shares worth $213K. The stake represents 0.24% of the portfolio and ranks #107 among its holdings.

2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Yoffe Investment Management held 2,057 shares of CVS Health worth $213K as of Q2 2026.
CVS Health was a new Yoffe Investment Management position in Q2 2026.
CVS Health made up 0.24% of Yoffe Investment Management's portfolio in Q2 2026, its #107 holding.
2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.