CG
CVS icon

Curat Global’s CVS Health CVS Stock Holding History

Curat Global’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 		$638K Sell
4,449
-6,571
-60% -$587K 0.52% 42
2026
Q1 		$791K Sell
11,020
-780
-7% -$60.1K 0.78% 29
2025
Q4 		$936K Hold
11,800
– – 1.04% 18
2025
Q3 		$891K Hold
11,800
– – 0.84% 28
2025
Q2 		$814K Buy
11,800
+240
+2% +$15.7K 0.78% 32
2025
Q1 		$783K Buy
+11,560
New +$692K 0.95% 29

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

Curat Global's CVS Position: Q2 2026 in Review

Curat Global reduced its CVS Health (CVS) stake by 60% in Q2 2026, selling an estimated $587K and leaving 4,449 shares worth $638K. The position accounts for 0.52% of the portfolio, ranked #42.

Curat Global first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $936K in Q4 2025. 2,062 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Curat Global held 4,449 shares of CVS Health worth $638K as of Q2 2026.
  • Curat Global sold 6,571 CVS Health shares in Q2 2026, an estimated $587K.
  • CVS Health made up 0.52% of Curat Global's portfolio in Q2 2026, its #42 holding.
  • Curat Global first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • Curat Global's CVS Health position peaked at $936K in Q4 2025.
  • 2,062 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.