Curated Wealth Partners’s CVS Health CVS Stock Holding History

Curated Wealth Partners’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	$628K	Buy	+130,276	New	+$11.6M	0.08%	224

Other funds holding CVS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Curated Wealth Partners's CVS Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in CVS Health (CVS) in Q2 2026: 130,276 shares worth $628K. The stake represents 0.08% of the portfolio and ranks #224 among its holdings.

745 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Curated Wealth Partners held 130,276 shares of CVS Health worth $628K as of Q2 2026.
CVS Health was a new Curated Wealth Partners position in Q2 2026.
CVS Health made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #224 holding.
745 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.