Superior Planning, LLC’s CVS Health CVS Stock Holding History

Superior Planning, LLC’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 Q3	$35.8K	Buy	+418	New	+$40.9K	0.01%	477

Other funds holding CVS

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Superior Planning, LLC's CVS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CVS Health (CVS) in Q3 2026: 418 shares worth $35.8K. The stake represents 0.01% of the portfolio and ranks #477 among its holdings.

1,488 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

Superior Planning, LLC held 418 shares of CVS Health worth $35.8K as of Q3 2026.
CVS Health was a new Superior Planning, LLC position in Q3 2026.
CVS Health made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #477 holding.
1,488 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.