AWA
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Aaron Wealth Advisors’s CVS Health CVS Stock Holding History

Aaron Wealth 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 		$2.74M Buy
26,512
+1,494
+6% +$133K 0.14% 94
2026
Q1 		$1.8M Sell
25,018
-11,328
-31% -$873K 0.1% 122
2025
Q4 		$2.88M Buy
36,346
+2,087
+6% +$165K 0.16% 88
2025
Q3 		$2.58M Buy
34,259
+21,911
+177% +$1.5M 0.15% 78
2025
Q2 		$852K Buy
12,348
+1,448
+13% +$95K 0.09% 152
2025
Q1 		$738K Buy
10,900
+2,078
+24% +$124K 0.08% 155
2024
Q4 		$396K Sell
8,822
-3,994
-31% -$224K 0.05% 254
2024
Q3 		$806K Buy
12,816
+2,450
+24% +$143K 0.1% 132
2024
Q2 		$612K Sell
10,366
-30
-0.3% -$1.88K 0.09% 146
2024
Q1 		$829K Buy
10,396
+537
+5% +$41K 0.12% 108
2023
Q4 		$778K Sell
9,859
-221
-2% -$15.7K 0.13% 101
2023
Q3 		$704K Sell
10,080
-21,777
-68% -$1.54M 0.09% 119
2023
Q2 		$2.2M Buy
31,857
+22,520
+241% +$1.6M 0.29% 58
2023
Q1 		$694K Sell
9,337
-1,450
-13% -$122K 0.1% 124
2022
Q4 		$1.01M Buy
10,787
+7,139
+196% +$689K 0.15% 94
2022
Q3 		$348K Buy
3,648
+65
+2% +$6.43K 0.06% 150
2022
Q2 		$332K Sell
3,583
-313,710
-99% -$30.6M 0.08% 140
2022
Q1 		$3.13M Buy
317,293
+314,168
+10,053% +$33M 0.04% 174
2021
Q4 		$322K Buy
3,125
+443
+17% +$40.9K 0.09% 136
2021
Q3 		$227K Buy
2,682
+273
+11% +$22.9K 0.06% 145
2021
Q2 		$201K Sell
2,409
-1,599
-40% -$131K 0.07% 151
2021
Q1 		$301K Buy
+4,008
New +$292K 0.11% 116

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aaron Wealth Advisors's CVS Position: Q2 2026 in Review

Aaron Wealth Advisors increased its CVS Health (CVS) stake by 6% in Q2 2026, buying an estimated $133K and bringing the position to 26,512 shares worth $2.74M. The position accounts for 0.14% of the portfolio, ranked #94.

Aaron Wealth Advisors first reported a position in CVS in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.13M in Q1 2022. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Aaron Wealth Advisors held 26,512 shares of CVS Health worth $2.74M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,494 CVS Health shares in Q2 2026, an estimated $133K.
  • CVS Health made up 0.14% of Aaron Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Aaron Wealth Advisors first reported a position in CVS Health in Q1 2021 and has held it in 22 quarters since.
  • Aaron Wealth Advisors's CVS Health position peaked at $3.13M in Q1 2022.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.