CWM
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Cranbrook Wealth Management’s CVS Health CVS Stock Holding History

Cranbrook Wealth Management’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 		$250 Sell
2
-298
-99% -$26.6K ﹤0.01% 401
2026
Q1 		$21.5K Buy
+300
New +$23.1K ﹤0.01% 239
2022
Q1 		– Sell
-76
Closed -$8K – 351
2021
Q4 		$8K Hold
76
– – ﹤0.01% 293
2021
Q3 		$6K Buy
+76
New +$6.37K ﹤0.01% 320

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

Cranbrook Wealth Management's CVS Position: Q2 2026 in Review

Cranbrook Wealth Management reduced its CVS Health (CVS) stake by 99% in Q2 2026, selling an estimated $26.6K and leaving 2 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Cranbrook Wealth Management first reported a position in CVS in Q3 2021 and has held it in 4 quarters since. The position peaked at $21.5K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Cranbrook Wealth Management held 2 shares of CVS Health worth $250 as of Q2 2026.
  • Cranbrook Wealth Management sold 298 CVS Health shares in Q2 2026, an estimated $26.6K.
  • CVS Health made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Cranbrook Wealth Management first reported a position in CVS Health in Q3 2021 and has held it in 4 quarters since.
  • Cranbrook Wealth Management's CVS Health position peaked at $21.5K in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.