CA
CVS icon

Crewe Advisors’s CVS Health CVS Stock Holding History

Crewe Advisors’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 		$34.1K Buy
330
+229
+227% +$20.4K ﹤0.01% 506
2026
Q1 		$7.25K Sell
101
-38
-27% -$2.93K ﹤0.01% 704
2025
Q4 		$11K Buy
139
+49
+54% +$3.86K ﹤0.01% 603
2025
Q3 		$6.79K Buy
+90
New +$6.17K ﹤0.01% 697
2024
Q3 		– Sell
-1,019
Closed -$60.2K – 781
2024
Q2 		$60.2K Buy
1,019
+521
+105% +$32.6K 0.01% 347
2024
Q1 		$39.7K Buy
+498
New +$38K ﹤0.01% 397
2023
Q4 		– Sell
-210
Closed -$14.7K – 478
2023
Q3 		$14.7K Buy
210
+19
+10% +$1.35K ﹤0.01% 216
2023
Q2 		$13.2K Sell
191
-648
-77% -$46.1K ﹤0.01% 381
2023
Q1 		$62.3K Sell
839
-153
-15% -$12.8K 0.01% 286
2022
Q4 		$92.4K Sell
992
-268
-21% -$25.9K 0.01% 225
2022
Q3 		$120K Buy
1,260
+490
+64% +$48.5K 0.02% 202
2022
Q2 		$71K Buy
770
+605
+367% +$59K 0.02% 252
2022
Q1 		$17K Buy
+165
New +$17.3K ﹤0.01% 309
2020
Q4 		– Sell
-204
Closed -$12K – 500
2020
Q3 		$12K Buy
204
+144
+240% +$8.96K 0.01% 229
2020
Q2 		$4K Buy
+60
New +$3.78K ﹤0.01% 184
2019
Q4 		– Sell
-835
Closed -$53K – 254
2019
Q3 		$53K Sell
835
-5,010
-86% -$297K 0.02% 114
2019
Q2 		$318K Buy
5,845
+5,100
+685% +$275K 0.1% 61
2019
Q1 		$40K Buy
745
+535
+255% +$33K 0.01% 129
2018
Q4 		$14K Buy
210
+100
+91% +$7.46K ﹤0.01% 172
2018
Q3 		$9K Sell
110
-748
-87% -$53.5K 0.01% 196
2018
Q2 		$55K Buy
858
+45
+6% +$2.97K 0.05% 114
2018
Q1 		$51K Buy
813
+318
+64% +$22.8K 0.05% 112
2017
Q4 		$36K Buy
+495
New +$36K 0.04% 144

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

Crewe Advisors's CVS Position: Q2 2026 in Review

Crewe Advisors increased its CVS Health (CVS) stake by 227% in Q2 2026, buying an estimated $20.4K and bringing the position to 330 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Crewe Advisors first reported a position in CVS in Q4 2017 and has held it in 23 quarters since. The position peaked at $318K in Q2 2019. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Crewe Advisors held 330 shares of CVS Health worth $34.1K as of Q2 2026.
  • Crewe Advisors bought 229 CVS Health shares in Q2 2026, an estimated $20.4K.
  • CVS Health made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #506 holding.
  • Crewe Advisors first reported a position in CVS Health in Q4 2017 and has held it in 23 quarters since.
  • Crewe Advisors's CVS Health position peaked at $318K in Q2 2019.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.