Cornerstone Planning Group’s CVS Health CVS Stock Holding History

Cornerstone Planning Group’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	$53.9K	Buy	499 +45	+10%	+$4.02K	0.01%	390
2026 Q1	$36.6K	Buy	454 +245	+117%	+$18.9K	﹤0.01%	485
2025 Q4	$15.5K	Sell	209 -323	-61%	-$25.5K	﹤0.01%	659
2025 Q3	$40.8K	Buy	532 +33	+7%	+$2.26K	0.01%	388
2025 Q2	$31.7K	Sell	499 -33	-6%	-$2.16K	0.01%	317
2025 Q1	$34.9K	Buy	532 +80	+18%	+$4.79K	0.01%	294
2024 Q4	$25.4K	Sell	452 -13	-3%	-$729	0.01%	279
2024 Q3	$26.2K	Sell	465 -25	-5%	-$1.46K	0.01%	263
2024 Q2	$28.3K	Buy	490 +43	+10%	+$2.69K	0.01%	273
2024 Q1	$24.9K	Sell	447 -24	-5%	-$1.83K	0.01%	268
2023 Q4	$37.2K	Buy	471 +10	+2%	+$712	0.01%	221
2023 Q3	$32.2K	Buy	461 +277	+151%	+$19.6K	0.01%	243
2023 Q2	$12.7K	Buy	+184	New	+$13.1K	0.01%	560
2022 Q4	$79.7K	Buy	+910	New	+$87.8K	0.03%	190

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's CVS Position: Q2 2026 in Review

Cornerstone Planning Group increased its CVS Health (CVS) stake by 9.9% in Q2 2026, buying an estimated $4.02K and bringing the position to 499 shares worth $53.9K. The position accounts for 0.01% of the portfolio, ranked #390.

Cornerstone Planning Group first reported a position in CVS in Q4 2022 and has held it in 14 quarters since. The position peaked at $79.7K in Q4 2022. 1,364 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Cornerstone Planning Group held 499 shares of CVS Health worth $53.9K as of Q2 2026.
Cornerstone Planning Group bought 45 CVS Health shares in Q2 2026, an estimated $4.02K.
CVS Health made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #390 holding.
Cornerstone Planning Group first reported a position in CVS Health in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's CVS Health position peaked at $79.7K in Q4 2022.
1,364 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.