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Buck Wealth Strategies’s CVS Health CVS Stock Holding History

Buck Wealth Strategies’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 		$98.8K Buy
+955
New +$85.2K 0.01% 255
2023
Q4 		– Sell
-77,748
Closed -$5.43M – 121
2023
Q3 		$5.43M Buy
77,748
+4,196
+6% +$297K 2.18% 25
2023
Q2 		$5.08M Buy
73,552
+13,175
+22% +$937K 2.21% 24
2023
Q1 		$4.49M Buy
+60,377
New +$5.06M 2.19% 26
2022
Q3 		$5M Buy
+71,577
New +$7.09M 2.34% 24

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

Buck Wealth Strategies's CVS Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in CVS Health (CVS) in Q2 2026: 955 shares worth $98.8K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in CVS as recently as Q3 2023.

Buck Wealth Strategies first reported a position in CVS in Q3 2022 and has held it in 5 quarters since. The position peaked at $5.43M in Q3 2023. 2,070 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Buck Wealth Strategies held 955 shares of CVS Health worth $98.8K as of Q2 2026.
  • CVS Health was a new Buck Wealth Strategies position in Q2 2026.
  • CVS Health made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #255 holding.
  • Buck Wealth Strategies first reported a position in CVS Health in Q3 2022 and has held it in 5 quarters since.
  • Buck Wealth Strategies's CVS Health position peaked at $5.43M in Q3 2023.
  • 2,070 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.