Destiny Wealth Partners’s CVS Health CVS Stock Holding History

Destiny 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	–	Sell	-3,767	Closed	-$271K	–	362
2026 Q1	$271K	Buy	+3,767	New	+$290K	0.03%	192
2024 Q2	–	Sell	-9,325	Closed	-$744K	–	157
2024 Q1	$744K	Hold	9,325	–	–	0.13%	81
2023 Q4	$751K	Sell	9,325 -125	-1%	-$8.9K	0.14%	80
2023 Q3	$660K	Buy	9,450 +1,450	+18%	+$103K	0.13%	86
2023 Q2	$600K	Sell	8,000 -174	-2%	-$12.4K	0.11%	88
2023 Q1	$607K	Buy	8,174 +21	+0.3%	+$1.76K	0.13%	87
2022 Q4	$760K	Buy	8,153 +75	+0.9%	+$7.24K	0.16%	82
2022 Q3	$770K	Buy	8,078 +7,989	+8,976%	+$791K	0.17%	77
2022 Q2	$8K	Buy	+89	New	+$8.69K	﹤0.01%	459
2021 Q2	–	Sell	-36	Closed	-$3K	–	248
2021 Q1	$3K	Buy	+36	New	+$2.62K	﹤0.01%	493

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

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

Destiny Wealth Partners sold out of CVS Health (CVS) in Q2 2026, closing a stake of 3,767 shares — an estimated $271K sold.

Destiny Wealth Partners first reported a position in CVS in Q1 2021 and held it in 10 quarters. The position peaked at $770K in Q3 2022. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Destiny Wealth Partners reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 3,767 CVS Health shares in Q2 2026, an estimated $271K.
Destiny Wealth Partners first reported a position in CVS Health in Q1 2021 and held it in 10 quarters.
Destiny Wealth Partners's CVS Health position peaked at $770K in Q3 2022.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

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