DWM
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Diversify Wealth Management’s CVS Health CVS Stock Holding History

Diversify 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 		$3.61M Buy
33,706
+2,344
+7% +$209K 0.06% 263
2026
Q1 		$2.63M Buy
31,362
+18,393
+142% +$1.42M 0.05% 301
2025
Q4 		$1.05M Buy
12,969
+209
+2% +$16.5K 0.05% 319
2025
Q3 		$1M Sell
12,760
-350
-3% -$24K 0.06% 275
2025
Q2 		$859K Sell
13,110
-164
-1% -$10.8K 0.05% 296
2025
Q1 		$863K Sell
13,274
-2,907
-18% -$174K 0.06% 265
2024
Q4 		$777K Buy
16,181
+408
+3% +$22.9K 0.06% 260
2024
Q3 		$896K Sell
15,773
-814
-5% -$47.5K 0.09% 208
2024
Q2 		$959K Buy
+16,587
New +$1.04M 0.12% 164

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

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

Diversify Wealth Management increased its CVS Health (CVS) stake by 7.5% in Q2 2026, buying an estimated $209K and bringing the position to 33,706 shares worth $3.61M. The position accounts for 0.06% of the portfolio, ranked #263.

Diversify Wealth Management first reported a position in CVS in Q2 2024 and has held it in 9 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Diversify Wealth Management held 33,706 shares of CVS Health worth $3.61M as of Q2 2026.
  • Diversify Wealth Management bought 2,344 CVS Health shares in Q2 2026, an estimated $209K.
  • CVS Health made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Diversify Wealth Management first reported a position in CVS Health in Q2 2024 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.