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Beaird Harris Wealth Management’s CVS Health CVS Stock Holding History

Beaird Harris 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 		$30.2K Buy
292
+195
+201% +$17.4K ﹤0.01% 302
2026
Q1 		$6.99K Hold
97
– – ﹤0.01% 387
2025
Q4 		$7.73K Hold
97
– – ﹤0.01% 414
2025
Q3 		$7.34K Buy
97
+12
+14% +$822 ﹤0.01% 402
2025
Q2 		$5.89K Buy
85
+48
+130% +$3.15K ﹤0.01% 413
2025
Q1 		$2.51K Hold
37
– – ﹤0.01% 426
2024
Q4 		$1.66K Hold
37
– – ﹤0.01% 454
2024
Q3 		$2.33K Sell
37
-153
-81% -$8.93K ﹤0.01% 425
2024
Q2 		$11.2K Buy
190
+133
+233% +$8.32K ﹤0.01% 363
2024
Q1 		$4.55K Buy
57
+13
+30% +$993 ﹤0.01% 398
2023
Q4 		$3.48K Buy
44
+20
+83% +$1.42K ﹤0.01% 414
2023
Q3 		$1.68K Buy
+24
New +$1.7K ﹤0.01% 370
2023
Q1 		– Sell
-425
Closed -$39.6K – 542
2022
Q4 		$39.6K Buy
+425
New +$41K 0.01% 190
2022
Q2 		– Sell
-79
Closed -$8K – 445
2022
Q1 		$8K Sell
79
-2,921
-97% -$307K ﹤0.01% 358
2021
Q4 		$309K Buy
+3,000
New +$277K 0.11% 89

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
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
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
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

Beaird Harris Wealth Management's CVS Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its CVS Health (CVS) stake by 201% in Q2 2026, buying an estimated $17.4K and bringing the position to 292 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Beaird Harris Wealth Management first reported a position in CVS in Q4 2021 and has held it in 15 quarters since. The position peaked at $309K in Q4 2021. 372 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Beaird Harris Wealth Management held 292 shares of CVS Health worth $30.2K as of Q2 2026.
  • Beaird Harris Wealth Management bought 195 CVS Health shares in Q2 2026, an estimated $17.4K.
  • CVS Health made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Beaird Harris Wealth Management first reported a position in CVS Health in Q4 2021 and has held it in 15 quarters since.
  • Beaird Harris Wealth Management's CVS Health position peaked at $309K in Q4 2021.
  • 372 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.