DWM
CVS icon

Darwin Wealth Management’s CVS Health CVS Stock Holding History

Darwin 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 		$5.38K Sell
51
-10
-16% -$893 ﹤0.01% 436
2026
Q1 		$4.38K Sell
61
-6
-9% -$462 ﹤0.01% 426
2025
Q4 		$5.32K Sell
67
-30
-31% -$2.37K ﹤0.01% 439
2025
Q3 		$7.31K Buy
97
+8
+9% +$548 ﹤0.01% 394
2025
Q2 		$6.14K Buy
89
+60
+207% +$3.93K ﹤0.01% 391
2025
Q1 		$1.3K Hold
29
– – ﹤0.01% 544
2024
Q4 		$1.3K Sell
29
-37
-56% -$2.08K ﹤0.01% 544
2024
Q3 		$4.16K Buy
+66
New +$3.85K ﹤0.01% 462
2021
Q3 		– Sell
-3,173
Closed -$265K – 176
2021
Q2 		$265K Sell
3,173
-99
-3% -$8.11K 0.04% 149
2021
Q1 		$246K Sell
3,272
-64
-2% -$4.66K 0.04% 147
2020
Q4 		$227K Buy
+3,336
New +$217K 0.04% 151
2020
Q2 		– Sell
-3,215
Closed -$190K – 277
2020
Q1 		$190K Sell
3,215
-3,073
-49% -$205K 0.06% 135
2019
Q4 		$467K Buy
+6,288
New +$442K 0.12% 110
2018
Q4 		– Sell
-2,615
Closed -$206K – 100
2018
Q3 		$206K Buy
+2,615
New +$187K 0.12% 120

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

Darwin Wealth Management's CVS Position: Q2 2026 in Review

Darwin Wealth Management reduced its CVS Health (CVS) stake by 16% in Q2 2026, selling an estimated $893 and leaving 51 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Darwin Wealth Management first reported a position in CVS in Q3 2018 and has held it in 14 quarters since. The position peaked at $467K in Q4 2019. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Darwin Wealth Management held 51 shares of CVS Health worth $5.38K as of Q2 2026.
  • Darwin Wealth Management sold 10 CVS Health shares in Q2 2026, an estimated $893.
  • CVS Health made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #436 holding.
  • Darwin Wealth Management first reported a position in CVS Health in Q3 2018 and has held it in 14 quarters since.
  • Darwin Wealth Management's CVS Health position peaked at $467K in Q4 2019.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

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