Baron Wealth Management’s CVS Health CVS Stock Holding History

Baron 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	$326K	Buy	+3,152	New	+$281K	0.08%	190
2024 Q2	–	Sell	-4,900	Closed	-$391K	–	191
2024 Q1	$391K	Buy	4,900 +322	+7%	+$24.6K	0.21%	82
2023 Q4	$361K	Buy	4,578 +1,410	+45%	+$100K	0.2%	78
2023 Q3	$221K	Buy	3,168 +172	+6%	+$12.2K	0.14%	123
2023 Q2	$207K	Buy	+2,996	New	+$213K	0.13%	133
2023 Q1	–	Sell	-2,482	Closed	-$231K	–	139
2022 Q4	$231K	Buy	+2,482	New	+$239K	0.18%	111

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

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

FWIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

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

Baron Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 3,152 shares worth $326K. The stake represents 0.08% of the portfolio and ranks #190 among its holdings. This is a return to the name: Baron Wealth Management previously reported a position in CVS as recently as Q1 2024.

Baron Wealth Management first reported a position in CVS in Q4 2022 and has held it in 6 quarters since. The position peaked at $391K in Q1 2024. 348 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Baron Wealth Management held 3,152 shares of CVS Health worth $326K as of Q2 2026.
CVS Health was a new Baron Wealth Management position in Q2 2026.
CVS Health made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #190 holding.
Baron Wealth Management first reported a position in CVS Health in Q4 2022 and has held it in 6 quarters since.
Baron Wealth Management's CVS Health position peaked at $391K in Q1 2024.
348 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.