Curio Wealth’s CVS Health CVS Stock Holding History

Curio Wealth’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	–	Sell	-4	Closed	-$287	–	326
2026 Q1	$287	Buy	+4	New	+$308	﹤0.01%	657

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Curio Wealth's CVS Position: Q2 2026 in Review

Curio Wealth sold out of CVS Health (CVS) in Q2 2026, closing a stake of 4 shares — an estimated $287 sold.

Curio Wealth first reported a position in CVS in Q1 2026 and held it in 1 quarter. The position peaked at $287 in Q1 2026. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Curio Wealth reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 4 CVS Health shares in Q2 2026, an estimated $287.
Curio Wealth first reported a position in CVS Health in Q1 2026 and held it in 1 quarter.
Curio Wealth's CVS Health position peaked at $287 in Q1 2026.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.