Creative Planning
CVS icon

Creative Planning’s CVS Health CVS Stock Holding History

Creative 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
2019
Q1 		– Sell
-200
Closed -$1K – 2010
2018
Q4 		$1K Buy
+200
New +$14.9K ﹤0.01% 1920
2016
Q4 		– Sell
-700
Closed -$1K – 4650
2016
Q3 		$1K Buy
+700
New +$66.1K ﹤0.01% 4362

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

Creative Planning's CVS Position: Q2 2026 in Review

Creative Planning increased its CVS Health (CVS) stake by 25% in Q2 2026, buying an estimated $5.98M and bringing the position to 332,113 shares worth $34.4M. The position accounts for 0.02% of the portfolio, ranked #317.

Creative Planning first reported a position in CVS in Q2 2013 and has held it in 53 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Creative Planning held 332,113 shares of CVS Health worth $34.4M as of Q2 2026.
  • Creative Planning bought 67,048 CVS Health shares in Q2 2026, an estimated $5.98M.
  • CVS Health made up 0.02% of Creative Planning's portfolio in Q2 2026, its #317 holding.
  • Creative Planning first reported a position in CVS Health in Q2 2013 and has held it in 53 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.