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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
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 $6.73T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clark Wealth Partners's CVS Position: Q2 2026 in Review

Clark Wealth Partners increased its CVS Health (CVS) stake by 27% in Q2 2026, buying an estimated $1.52K and bringing the position to 81 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Clark Wealth Partners first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.49K in Q4 2025. 1,975 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Clark Wealth Partners held 81 shares of CVS Health worth $8.38K as of Q2 2026.
  • Clark Wealth Partners bought 17 CVS Health shares in Q2 2026, an estimated $1.52K.
  • CVS Health made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • Clark Wealth Partners first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's CVS Health position peaked at $8.49K in Q4 2025.
  • 1,975 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.