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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's CVS Position: Q1 2026 in Review

Creative Planning increased its CVS Health (CVS) stake by 9.2% in Q1 2026, buying an estimated $1.72M and bringing the position to 265,065 shares worth $19M. The position accounts for 0.01% of the portfolio, ranked #466.

Creative Planning first reported a position in CVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.3M in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Creative Planning held 265,065 shares of CVS Health worth $19M as of Q1 2026.
  • Creative Planning bought 22,362 CVS Health shares in Q1 2026, an estimated $1.72M.
  • CVS Health made up 0.01% of Creative Planning's portfolio in Q1 2026, its #466 holding.
  • Creative Planning first reported a position in CVS Health in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's CVS Health position peaked at $20.3M in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.