Almanack Investment Partners’s CVS Health CVS Stock Holding History

Almanack Investment 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	$215K	Buy	+2,081	New	+$186K	0.03%	284
2023 Q2	–	Sell	-2,948	Closed	-$219K	–	170
2023 Q1	$219K	Buy	2,948 +75	+3%	+$6.29K	0.04%	155
2022 Q4	$268K	Sell	2,873 -803	-22%	-$77.5K	0.06%	142
2022 Q3	$351K	Buy	3,676 +203	+6%	+$20.1K	0.07%	96
2022 Q2	$322K	Sell	3,473 -617	-15%	-$60.2K	0.03%	302
2022 Q1	$414K	Sell	4,090 -536	-12%	-$56.3K	0.04%	294
2021 Q4	$477K	Sell	4,626 -90	-2%	-$8.32K	0.04%	270
2021 Q3	$400K	Buy	4,716 +603	+15%	+$50.5K	0.04%	300
2021 Q2	$343K	Sell	4,113 -2,377	-37%	-$195K	0.03%	295
2021 Q1	$488K	Buy	6,490 +1,243	+24%	+$90.5K	0.05%	239
2020 Q4	$358K	Buy	5,247 +1,730	+49%	+$113K	0.04%	261
2020 Q3	$247K	Buy	+3,517	New	+$219K	0.03%	334

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 $3.38T AUM 44.17% 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

Almanack Investment Partners's CVS Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in CVS Health (CVS) in Q2 2026: 2,081 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in CVS as recently as Q1 2023.

Almanack Investment Partners first reported a position in CVS in Q3 2020 and has held it in 12 quarters since. The position peaked at $488K in Q1 2021. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Almanack Investment Partners held 2,081 shares of CVS Health worth $215K as of Q2 2026.
CVS Health was a new Almanack Investment Partners position in Q2 2026.
CVS Health made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #284 holding.
Almanack Investment Partners first reported a position in CVS Health in Q3 2020 and has held it in 12 quarters since.
Almanack Investment Partners's CVS Health position peaked at $488K in Q1 2021.
2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.