Beverly Hills Private Wealth’s CVS Health CVS Stock Holding History

Beverly Hills Private Wealth’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	$351K	Sell	3,388 -4,522	-57%	-$404K	0.07%	180
2026 Q1	$568K	Buy	7,910 +243	+3%	+$18.7K	0.09%	172
2025 Q4	$608K	Buy	7,667 +133	+2%	+$10.5K	0.1%	155
2025 Q3	$568K	Buy	7,534 +1,469	+24%	+$101K	0.1%	168
2025 Q2	$418K	Buy	6,065 +1,421	+31%	+$93.2K	0.08%	204
2025 Q1	$315K	Buy	+4,644	New	+$278K	0.06%	256
2024 Q2	–	Sell	-2,899	Closed	-$231K	–	354
2024 Q1	$231K	Buy	+2,899	New	+$221K	0.05%	314
2023 Q4	–	Sell	-3,007	Closed	-$210K	–	344
2023 Q3	$210K	Sell	3,007 -2,633	-47%	-$187K	0.06%	272
2023 Q2	$411K	Buy	5,640 +2,572	+84%	+$183K	0.07%	257
2023 Q1	$228K	Buy	3,068 +397	+15%	+$33.3K	0.07%	252
2022 Q4	$249K	Buy	+2,671	New	+$258K	0.11%	195

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beverly Hills Private Wealth's CVS Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its CVS Health (CVS) stake by 57% in Q2 2026, selling an estimated $404K and leaving 3,388 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #180.

Beverly Hills Private Wealth first reported a position in CVS in Q4 2022 and has held it in 11 quarters since. The position peaked at $608K in Q4 2025. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Beverly Hills Private Wealth held 3,388 shares of CVS Health worth $351K as of Q2 2026.
Beverly Hills Private Wealth sold 4,522 CVS Health shares in Q2 2026, an estimated $404K.
CVS Health made up 0.07% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #180 holding.
Beverly Hills Private Wealth first reported a position in CVS Health in Q4 2022 and has held it in 11 quarters since.
Beverly Hills Private Wealth's CVS Health position peaked at $608K in Q4 2025.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.