CPWM
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Cypress Point Wealth Management’s CVS Health CVS Stock Holding History

Cypress Point Wealth Management’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 		$274K Buy
+2,649
New +$236K 0.06% 113
2021
Q4 		– Sell
-83
Closed -$7K – 57
2021
Q3 		$7K Hold
83
– – 0.01% 121
2021
Q2 		$7K Hold
83
– – 0.01% 158
2021
Q1 		$6K Sell
83
-150
-64% -$10.9K 0.01% 89
2020
Q4 		$16K Buy
+233
New +$15.2K 0.02% 137

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Cypress Point Wealth Management's CVS Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,649 shares worth $274K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in CVS as recently as Q3 2021.

Cypress Point Wealth Management first reported a position in CVS in Q4 2020 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Cypress Point Wealth Management held 2,649 shares of CVS Health worth $274K as of Q2 2026.
  • CVS Health was a new Cypress Point Wealth Management position in Q2 2026.
  • CVS Health made up 0.06% of Cypress Point Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Cypress Point Wealth Management first reported a position in CVS Health in Q4 2020 and has held it in 5 quarters since.
  • 567 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.