Cardinal Point Capital Management’s CVS Health CVS Stock Holding History

Cardinal Point Capital 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	$12.8M	Buy	123,764 +1,024	+0.8%	+$91.4K	0.73%	36
2026 Q1	$8.82M	Buy	122,740 +185	+0.2%	+$14.3K	0.54%	50
2025 Q4	$9.73M	Sell	122,555 -1,365	-1%	-$108K	0.64%	42
2025 Q3	$9.34M	Sell	123,920 -1,400	-1%	-$95.9K	0.65%	41
2025 Q2	$8.64M	Sell	125,320 -825	-0.7%	-$54.1K	0.68%	34
2025 Q1	$8.55M	Buy	+126,145	New	+$7.55M	0.79%	34

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

Cardinal Point Capital Management's CVS Position: Q2 2026 in Review

Cardinal Point Capital Management increased its CVS Health (CVS) stake by 0.83% in Q2 2026, buying an estimated $91.4K and bringing the position to 123,764 shares worth $12.8M. The position accounts for 0.73% of the portfolio, ranked #36.

Cardinal Point Capital Management first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Cardinal Point Capital Management held 123,764 shares of CVS Health worth $12.8M as of Q2 2026.
Cardinal Point Capital Management bought 1,024 CVS Health shares in Q2 2026, an estimated $91.4K.
CVS Health made up 0.73% of Cardinal Point Capital Management's portfolio in Q2 2026, its #36 holding.
Cardinal Point Capital Management first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.