CFWMA
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Center for Wealth Management Advisory’s CVS Health CVS Stock Holding History

Center for Wealth Management Advisory’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
Q1 		$279K Sell
3,879
-20,504
-84% -$1.58M 0.2% 56
2025
Q4 		$1.94M Buy
+24,383
New +$1.92M 1.43% 15

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Wealth Management Advisory's CVS Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its CVS Health (CVS) stake by 84% in Q1 2026, selling an estimated $1.58M and leaving 3,879 shares worth $279K. The position accounts for 0.2% of the portfolio, ranked #56.

Center for Wealth Management Advisory first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.94M in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Center for Wealth Management Advisory held 3,879 shares of CVS Health worth $279K as of Q1 2026.
  • Center for Wealth Management Advisory sold 20,504 CVS Health shares in Q1 2026, an estimated $1.58M.
  • CVS Health made up 0.2% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #56 holding.
  • Center for Wealth Management Advisory first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's CVS Health position peaked at $1.94M in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.