Action Point Financial Planning’s CVS Health CVS Stock Holding History

Action Point Financial Planning’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	$72.4K	Buy	+706	New	+$63K	0.01%	699

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

Action Point Financial Planning's CVS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in CVS Health (CVS) in Q2 2026: 706 shares worth $72.4K. The stake represents 0.01% of the portfolio and ranks #699 among its holdings.

2,058 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Action Point Financial Planning held 706 shares of CVS Health worth $72.4K as of Q2 2026.
CVS Health was a new Action Point Financial Planning position in Q2 2026.
CVS Health made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #699 holding.
2,058 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.