AWA
CVS icon

Arkadios Wealth Advisors’s CVS Health CVS Stock Holding History

Arkadios 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 		– Sell
-1,200
Closed -$86.2K – 1786
2026
Q1 		$86.2K Hold
1,200
– – ﹤0.01% 1634
2025
Q4 		$95.2K Hold
1,200
– – ﹤0.01% 1495
2025
Q3 		$90.5K Hold
1,200
– – ﹤0.01% 1410
2025
Q2 		$82.8K Buy
+1,200
New +$78.7K ﹤0.01% 1266

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

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

Arkadios Wealth Advisors increased its CVS Health (CVS) stake by 8.6% in Q2 2026, buying an estimated $312K and bringing the position to 43,998 shares worth $4.55M. The position accounts for 0.07% of the portfolio, ranked #289.

Arkadios Wealth Advisors first reported a position in CVS in Q4 2019 and has held it in 27 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Arkadios Wealth Advisors held 43,998 shares of CVS Health worth $4.55M as of Q2 2026.
  • Arkadios Wealth Advisors bought 3,495 CVS Health shares in Q2 2026, an estimated $312K.
  • CVS Health made up 0.07% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #289 holding.
  • Arkadios Wealth Advisors first reported a position in CVS Health in Q4 2019 and has held it in 27 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.