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Advisortrust Partners’s CVS Health CVS Stock Holding History

Advisortrust Partners’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 		$256K Buy
+2,473
New +$221K 0.09% 173

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Dodge & Cox
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Wellington Management Group
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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
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Capital Research Global Investors
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Advisortrust Partners's CVS Position: Q2 2026 in Review

Advisortrust Partners opened a new position in CVS Health (CVS) in Q2 2026: 2,473 shares worth $256K. The stake represents 0.09% of the portfolio and ranks #173 among its holdings.

2,054 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Advisortrust Partners held 2,473 shares of CVS Health worth $256K as of Q2 2026.
  • CVS Health was a new Advisortrust Partners position in Q2 2026.
  • CVS Health made up 0.09% of Advisortrust Partners's portfolio in Q2 2026, its #173 holding.
  • 2,054 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.