AWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AGH Wealth Advisors's CVS Position: Q1 2026 in Review

AGH Wealth Advisors increased its CVS Health (CVS) stake by 6.1% in Q1 2026, buying an estimated $15.3K and bringing the position to 3,427 shares worth $246K. The position accounts for 0.18% of the portfolio, ranked #107.

AGH Wealth Advisors first reported a position in CVS in Q1 2025 and has held it in 5 quarters since. The position peaked at $277K in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • AGH Wealth Advisors held 3,427 shares of CVS Health worth $246K as of Q1 2026.
  • AGH Wealth Advisors bought 198 CVS Health shares in Q1 2026, an estimated $15.3K.
  • CVS Health made up 0.18% of AGH Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • AGH Wealth Advisors first reported a position in CVS Health in Q1 2025 and has held it in 5 quarters since.
  • AGH Wealth Advisors's CVS Health position peaked at $277K in Q3 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.