Aprio Wealth Management’s CVS Health CVS Stock Holding History

Aprio Wealth Management’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	$754K	Buy	7,284 +1,495	+26%	+$133K	0.04%	284
2026 Q1	$416K	Buy	5,789 +565	+11%	+$43.5K	0.02%	410
2025 Q4	$457K	Buy	5,224 +227	+5%	+$17.9K	0.03%	336
2025 Q3	$377K	Buy	4,997 +679	+16%	+$46.5K	0.04%	277
2025 Q2	$298K	Buy	+4,318	New	+$283K	0.03%	290
2024 Q2	–	Sell	-3,619	Closed	-$289K	–	263
2024 Q1	$289K	Sell	3,619 -325	-8%	-$24.8K	0.06%	161
2023 Q4	$311K	Buy	3,944 +160	+4%	+$11.4K	0.07%	131
2023 Q3	$264K	Buy	+3,784	New	+$268K	0.07%	122

Other funds holding CVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Aprio Wealth Management's CVS Position: Q2 2026 in Review

Aprio Wealth Management increased its CVS Health (CVS) stake by 26% in Q2 2026, buying an estimated $133K and bringing the position to 7,284 shares worth $754K. The position accounts for 0.04% of the portfolio, ranked #284.

Aprio Wealth Management first reported a position in CVS in Q3 2023 and has held it in 8 quarters since. 650 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Aprio Wealth Management held 7,284 shares of CVS Health worth $754K as of Q2 2026.
Aprio Wealth Management bought 1,495 CVS Health shares in Q2 2026, an estimated $133K.
CVS Health made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #284 holding.
Aprio Wealth Management first reported a position in CVS Health in Q3 2023 and has held it in 8 quarters since.
650 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.