Cyndeo Wealth Partners’s CVS Health CVS Stock Holding History

Cyndeo 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	$681K	Buy	6,584 +425	+7%	+$37.9K	0.03%	308
2026 Q1	$442K	Buy	+6,159	New	+$474K	0.02%	343
2024 Q3	–	Sell	-3,476	Closed	-$205K	–	451
2024 Q2	$205K	Sell	3,476 -499	-13%	-$31.2K	0.02%	380
2024 Q1	$317K	Buy	3,975 +118	+3%	+$9.01K	0.03%	318
2023 Q4	$305K	Buy	3,857 +31	+0.8%	+$2.21K	0.03%	313
2023 Q3	$267K	Sell	3,826 -127	-3%	-$9K	0.03%	291
2023 Q2	$273K	Sell	3,953 -169	-4%	-$12K	0.03%	277
2023 Q1	$306K	Sell	4,122 -978	-19%	-$82K	0.03%	261
2022 Q4	$475K	Buy	+5,100	New	+$492K	0.06%	222

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

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

Cyndeo Wealth Partners increased its CVS Health (CVS) stake by 6.9% in Q2 2026, buying an estimated $37.9K and bringing the position to 6,584 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #308.

Cyndeo Wealth Partners first reported a position in CVS in Q4 2022 and has held it in 9 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Cyndeo Wealth Partners held 6,584 shares of CVS Health worth $681K as of Q2 2026.
Cyndeo Wealth Partners bought 425 CVS Health shares in Q2 2026, an estimated $37.9K.
CVS Health made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #308 holding.
Cyndeo Wealth Partners first reported a position in CVS Health in Q4 2022 and has held it in 9 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.