Drive Wealth Management’s CVS Health CVS Stock Holding History

Drive 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	$242K	Buy	+2,344	New	+$209K	0.04%	364
2024 Q3	–	Sell	-3,767	Closed	-$222K	–	326
2024 Q2	$222K	Sell	3,767 -302	-7%	-$18.9K	0.06%	265
2024 Q1	$325K	Sell	4,069 -51	-1%	-$3.9K	0.09%	190
2023 Q4	$325K	Buy	+4,120	New	+$293K	0.1%	184
2023 Q2	–	Sell	-3,648	Closed	-$271K	–	288
2023 Q1	$271K	Buy	+3,648	New	+$306K	0.11%	194

Other funds holding CVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Drive Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,344 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #364 among its holdings. This is a return to the name: Drive Wealth Management previously reported a position in CVS as recently as Q2 2024.

Drive Wealth Management first reported a position in CVS in Q1 2023 and has held it in 5 quarters since. The position peaked at $325K in Q4 2023. 650 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Drive Wealth Management held 2,344 shares of CVS Health worth $242K as of Q2 2026.
CVS Health was a new Drive Wealth Management position in Q2 2026.
CVS Health made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #364 holding.
Drive Wealth Management first reported a position in CVS Health in Q1 2023 and has held it in 5 quarters since.
Drive Wealth Management's CVS Health position peaked at $325K in Q4 2023.
650 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.