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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

CVS holding history

CVS Health Corp in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
17,171
Value
$1.78M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CVS by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,171$1.78M<0.1%+3,121+22.2%AddedHolders
Q1 202614,050$1.01M<0.1%−728−4.9%ReducedHolders
Q4 202514,778$1.17M<0.1%−1,649−10.0%ReducedHolders
Q3 202516,427$1.24M<0.1%−1,667−9.2%ReducedHolders
Q2 202518,094$1.25M<0.1%+104+0.6%AddedHolders
Q1 202517,990$1.22M<0.1%−3,946−18.0%ReducedHolders
Q4 202421,936$984.7K<0.1%−4,562−17.2%ReducedHolders
Q3 202426,498$1.67M<0.1%−852−3.1%ReducedHolders
Q2 202427,350$1.62M<0.1%−1,504−5.2%ReducedHolders
Q1 202428,854$2.30M0.1%+2,037+7.6%AddedHolders
Q4 202326,817$2.12M0.1%+475+1.8%AddedHolders
Q3 202326,342$1.84M0.1%−12,437−32.1%ReducedHolders
Q2 202338,779$2.68M0.1%+15,062+63.5%AddedHolders
Q1 202323,717$1.76M0.1%+990+4.4%AddedHolders
Q4 202222,727$2.12M0.1%+771+3.5%AddedHolders
Q3 202221,956$2.09M0.1%+1,284+6.2%AddedHolders
Q2 202220,672$1.92M0.1%−448−2.1%ReducedHolders
Q1 202221,120$2.14M0.1%+1,768+9.1%AddedHolders
Q4 202119,352$2.00M0.1%+730+3.9%AddedHolders
Q3 202118,622$1.58M0.1%+26+0.1%AddedHolders
Q2 202118,596$1.55M0.1%−527−2.8%ReducedHolders
Q1 202119,123$1.44M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.