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Clear Investment Research’s CVS Health CVS Stock Holding History

Clear Investment Research’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 		– Sell
-54
Closed -$3.85K – 86
2026
Q1 		$3.85K Buy
+54
New +$4.16K 0.01% 193
2025
Q4 		– Sell
-2,436
Closed -$184K – 88
2025
Q3 		$184K Hold
2,436
– – 0.25% 64
2025
Q2 		$168K Buy
2,436
+1
+0% +$66 0.21% 66
2025
Q1 		$165K Sell
2,435
-16
-0.7% -$957 0.22% 63
2024
Q4 		$110K Buy
2,451
+9
+0.4% +$505 0.14% 73
2024
Q3 		$154K Hold
2,442
– – 0.2% 64
2024
Q2 		$144K Sell
2,442
-18
-0.7% -$1.13K 0.19% 62
2024
Q1 		$196K Buy
2,460
+8
+0.3% +$611 0.26% 52
2023
Q4 		$194K Hold
2,452
– – 0.27% 56
2023
Q3 		$171K Sell
2,452
-4
-0.2% -$283 0.3% 50
2023
Q2 		$170K Buy
2,456
+14
+0.6% +$996 0.28% 50
2023
Q1 		$181K Buy
2,442
+4
+0.2% +$335 0.32% 46
2022
Q4 		$227K Buy
2,438
+38
+2% +$3.67K 0.44% 37
2022
Q3 		$229K Hold
2,400
– – 0.48% 34
2022
Q2 		$222K Hold
2,400
– – 0.49% 37
2022
Q1 		$243K Hold
2,400
– – 0.48% 41
2021
Q4 		$248K Hold
2,400
– – 0.38% 47
2021
Q3 		$204K Hold
2,400
– – 0.33% 44
2021
Q2 		$200K Buy
+2,400
New +$197K 0.33% 41
2019
Q4 		– Sell
-16
Closed -$1K – 172
2019
Q3 		$1K Hold
16
– – ﹤0.01% 154
2019
Q2 		$1K Hold
16
– – ﹤0.01% 154
2019
Q1 		$1K Hold
16
– – ﹤0.01% 151
2018
Q4 		$1K Buy
16
+4
+33% +$299 ﹤0.01% 144
2018
Q3 		$1K Buy
+12
New +$858 ﹤0.01% 153

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 $3.38T AUM 44.17% 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

Clear Investment Research's CVS Position: Q2 2026 in Review

Clear Investment Research sold out of CVS Health (CVS) in Q2 2026, closing a stake of 54 shares — an estimated $3.85K sold.

Clear Investment Research first reported a position in CVS in Q3 2018 and held it in 24 quarters. The position peaked at $248K in Q4 2021. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Clear Investment Research reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 54 CVS Health shares in Q2 2026, an estimated $3.85K.
  • Clear Investment Research first reported a position in CVS Health in Q3 2018 and held it in 24 quarters.
  • Clear Investment Research's CVS Health position peaked at $248K in Q4 2021.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.