CFP
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Comprehensive Financial Planning’s CVS Health CVS Stock Holding History

Comprehensive Financial Planning’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 		$9.41K Hold
91
– – 0.01% 288
2026
Q1 		$6.54K Hold
91
– – ﹤0.01% 290
2025
Q4 		$7.22K Hold
91
– – ﹤0.01% 282
2025
Q3 		$6.86K Hold
91
– – ﹤0.01% 265
2025
Q2 		$6.28K Hold
91
– – ﹤0.01% 256
2025
Q1 		$6.17K Hold
91
– – 0.01% 241
2024
Q4 		$4.08K Buy
+91
New +$5.11K ﹤0.01% 291

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
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

Comprehensive Financial Planning's CVS Position: Q2 2026 in Review

Comprehensive Financial Planning held its CVS Health (CVS) position steady in Q2 2026 at 91 shares worth $9.41K. The position accounts for 0.01% of the portfolio, ranked #288.

Comprehensive Financial Planning first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Comprehensive Financial Planning held 91 shares of CVS Health worth $9.41K as of Q2 2026.
  • Comprehensive Financial Planning left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #288 holding.
  • Comprehensive Financial Planning first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.