Accurate Wealth Management’s CVS Health CVS Stock Holding History

Accurate Wealth 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	$529K	Buy	5,081 +621	+14%	+$55.4K	0.05%	337
2026 Q1	$354K	Buy	+4,460	New	+$344K	0.04%	386
2023 Q4	–	Sell	-3,144	Closed	-$226K	–	277
2023 Q3	$226K	Buy	3,144 +148	+5%	+$10.5K	0.07%	237
2023 Q2	$214K	Sell	2,996 -2,791	-48%	-$199K	0.07%	250
2023 Q1	$440K	Buy	5,787 +1,130	+24%	+$94.8K	0.15%	146
2022 Q4	$422K	Buy	4,657 +365	+9%	+$35.2K	0.16%	119
2022 Q3	$389K	Buy	4,292 +1,654	+63%	+$164K	0.16%	111
2022 Q2	$246K	Sell	2,638 -30	-1%	-$2.93K	0.13%	129
2022 Q1	$270K	Buy	+2,668	New	+$280K	0.12%	129

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

Accurate Wealth Management's CVS Position: Q2 2026 in Review

Accurate Wealth Management increased its CVS Health (CVS) stake by 14% in Q2 2026, buying an estimated $55.4K and bringing the position to 5,081 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #337.

Accurate Wealth Management first reported a position in CVS in Q1 2022 and has held it in 9 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Accurate Wealth Management held 5,081 shares of CVS Health worth $529K as of Q2 2026.
Accurate Wealth Management bought 621 CVS Health shares in Q2 2026, an estimated $55.4K.
CVS Health made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #337 holding.
Accurate Wealth Management first reported a position in CVS Health in Q1 2022 and has held it in 9 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.