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Dogwood Wealth Management’s CVS Health CVS Stock Holding History

Dogwood 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 		$50K Buy
483
+88
+22% +$7.86K 0.02% 160
2026
Q1 		$28.4K Buy
395
+25
+7% +$1.93K 0.01% 193
2025
Q4 		$29.4K Buy
370
+179
+94% +$14.1K 0.01% 160
2025
Q3 		$14.4K Buy
191
+47
+33% +$3.22K 0.01% 229
2025
Q2 		$9.64K Buy
144
+60
+71% +$3.93K ﹤0.01% 287
2025
Q1 		$5.69K Buy
+84
New +$5.03K ﹤0.01% 235
2024
Q3 		– Hold
0
– – – 244
2024
Q2 		– Hold
0
– – – 286
2024
Q1 		– Hold
0
– – – 275
2023
Q4 		– Hold
0
– – – 246

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

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

Dogwood Wealth Management increased its CVS Health (CVS) stake by 22% in Q2 2026, buying an estimated $7.86K and bringing the position to 483 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #160.

Dogwood Wealth Management first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Dogwood Wealth Management held 483 shares of CVS Health worth $50K as of Q2 2026.
  • Dogwood Wealth Management bought 88 CVS Health shares in Q2 2026, an estimated $7.86K.
  • CVS Health made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Dogwood Wealth Management first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.