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 Q3	$613K	Sell	7,158 -126	-2%	-$12.3K	0.03%	359
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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Aprio Wealth Management's CVS Position: Q3 2026 in Review

Aprio Wealth Management reduced its CVS Health (CVS) stake by 1.7% in Q3 2026, selling an estimated $12.3K and leaving 7,158 shares worth $613K. The position accounts for 0.03% of the portfolio, ranked #359.

Aprio Wealth Management first reported a position in CVS in Q3 2023 and has held it in 9 quarters since. The position peaked at $754K in Q2 2026. 1,515 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

Aprio Wealth Management held 7,158 shares of CVS Health worth $613K as of Q3 2026.
Aprio Wealth Management sold 126 CVS Health shares in Q3 2026, an estimated $12.3K.
CVS Health made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #359 holding.
Aprio Wealth Management first reported a position in CVS Health in Q3 2023 and has held it in 9 quarters since.
Aprio Wealth Management's CVS Health position peaked at $754K in Q2 2026.
1,515 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.