Clark Wealth Partners
CVS icon

Clark Wealth Partners’s CVS Health CVS Stock Holding History

Clark Wealth Partners’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
Q3 		$5.91K Sell
69
-12
-15% -$1.18K ﹤0.01% 360
2026
Q2 		$8.38K Buy
81
+17
+27% +$1.52K ﹤0.01% 248
2026
Q1 		$4.6K Sell
64
-43
-40% -$3.31K ﹤0.01% 347
2025
Q4 		$8.49K Hold
107
– – 0.01% 262
2025
Q3 		$8.49K Buy
107
+43
+67% +$2.95K 0.01% 262
2025
Q2 		$4.42K Hold
64
– – ﹤0.01% 300
2025
Q1 		$4.34K Hold
64
– – ﹤0.01% 282
2024
Q4 		$2.87K Buy
+64
New +$3.59K ﹤0.01% 310

Other funds holding CVS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Clark Wealth Partners's CVS Position: Q3 2026 in Review

Clark Wealth Partners reduced its CVS Health (CVS) stake by 15% in Q3 2026, selling an estimated $1.18K and leaving 69 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Clark Wealth Partners first reported a position in CVS in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.49K in Q4 2025. 1,724 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Clark Wealth Partners held 69 shares of CVS Health worth $5.91K as of Q3 2026.
  • Clark Wealth Partners sold 12 CVS Health shares in Q3 2026, an estimated $1.18K.
  • CVS Health made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #360 holding.
  • Clark Wealth Partners first reported a position in CVS Health in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's CVS Health position peaked at $8.49K in Q4 2025.
  • 1,724 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.