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AGH Wealth Advisors’s CVS Health CVS Stock Holding History

AGH 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 		$357K Buy
3,451
+24
+0.7% +$2.14K 0.23% 83
2026
Q1 		$246K Buy
3,427
+198
+6% +$15.3K 0.18% 107
2025
Q4 		$256K Sell
3,229
-448
-12% -$35.3K 0.19% 93
2025
Q3 		$277K Buy
3,677
+23
+0.6% +$1.58K 0.2% 91
2025
Q2 		$252K Buy
3,654
+254
+7% +$16.7K 0.21% 98
2025
Q1 		$230K Buy
+3,400
New +$203K 0.22% 100

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

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

AGH Wealth Advisors increased its CVS Health (CVS) stake by 0.7% in Q2 2026, buying an estimated $2.14K and bringing the position to 3,451 shares worth $357K. The position accounts for 0.23% of the portfolio, ranked #83.

AGH Wealth Advisors first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • AGH Wealth Advisors held 3,451 shares of CVS Health worth $357K as of Q2 2026.
  • AGH Wealth Advisors bought 24 CVS Health shares in Q2 2026, an estimated $2.14K.
  • CVS Health made up 0.23% of AGH Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • AGH Wealth Advisors first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.