BCU Wealth Advisors
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BCU Wealth Advisors’s CVS Health CVS Stock Holding History

BCU 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
Q3 		$640K Sell
7,472
-281
-4% -$27.5K 0.21% 35
2026
Q2 		$802K Buy
7,753
+27
+0.3% +$2.41K 0.27% 29
2026
Q1 		$555K Buy
7,726
+30
+0.4% +$2.31K 0.21% 34
2025
Q4 		$611K Sell
7,696
-2,055
-21% -$162K 0.23% 31
2025
Q3 		$735K Buy
9,751
+57
+0.6% +$3.91K 0.3% 26
2025
Q2 		$669K Sell
9,694
-451
-4% -$29.6K 0.3% 26
2025
Q1 		$687K Sell
10,145
-438
-4% -$26.2K 0.36% 24
2024
Q4 		$475K Buy
10,583
+60
+0.6% +$3.37K 0.27% 32
2024
Q3 		$662K Buy
10,523
+56
+0.5% +$3.27K 0.39% 27
2024
Q2 		$618K Buy
10,467
+61
+0.6% +$3.82K 0.46% 26
2024
Q1 		$830K Buy
10,406
+2,834
+37% +$216K 0.7% 21
2023
Q4 		$598K Buy
+7,572
New +$539K 0.65% 23

Other funds holding CVS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BCU Wealth Advisors's CVS Position: Q3 2026 in Review

BCU Wealth Advisors reduced its CVS Health (CVS) stake by 3.6% in Q3 2026, selling an estimated $27.5K and leaving 7,472 shares worth $640K. The position accounts for 0.21% of the portfolio, ranked #35.

BCU Wealth Advisors first reported a position in CVS in Q4 2023 and has held it in 12 quarters since. The position peaked at $830K in Q1 2024. 1,724 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • BCU Wealth Advisors held 7,472 shares of CVS Health worth $640K as of Q3 2026.
  • BCU Wealth Advisors sold 281 CVS Health shares in Q3 2026, an estimated $27.5K.
  • CVS Health made up 0.21% of BCU Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • BCU Wealth Advisors first reported a position in CVS Health in Q4 2023 and has held it in 12 quarters since.
  • BCU Wealth Advisors's CVS Health position peaked at $830K in Q1 2024.
  • 1,724 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.