Eagle Wealth Strategies’s CVS Health CVS Stock Holding History

Eagle Wealth Strategies’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	$340K	Buy	3,288 +83	+3%	+$7.41K	0.13%	74
2026 Q1	$230K	Buy	3,205 +1	+0%	+$77	0.1%	96
2025 Q4	$254K	Sell	3,204 -394	-11%	-$31.1K	0.12%	90
2025 Q3	$271K	Buy	3,598 +25	+0.7%	+$1.71K	0.14%	84
2025 Q2	$246K	Buy	3,573 +17	+0.5%	+$1.11K	0.14%	85
2025 Q1	$241K	Buy	+3,556	New	+$213K	0.15%	79
2024 Q4	–	Sell	-8,635	Closed	-$543K	–	108
2024 Q3	$543K	Buy	8,635 +138	+2%	+$8.05K	0.4%	34
2024 Q2	$502K	Buy	8,497 +370	+5%	+$23.1K	0.41%	34
2024 Q1	$647K	Buy	8,127 +596	+8%	+$45.5K	0.53%	23
2023 Q4	$595K	Buy	+7,531	New	+$536K	0.36%	30

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

Eagle Wealth Strategies's CVS Position: Q2 2026 in Review

Eagle Wealth Strategies increased its CVS Health (CVS) stake by 2.6% in Q2 2026, buying an estimated $7.41K and bringing the position to 3,288 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #74.

Eagle Wealth Strategies first reported a position in CVS in Q4 2023 and has held it in 10 quarters since. The position peaked at $647K in Q1 2024. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Eagle Wealth Strategies held 3,288 shares of CVS Health worth $340K as of Q2 2026.
Eagle Wealth Strategies bought 83 CVS Health shares in Q2 2026, an estimated $7.41K.
CVS Health made up 0.13% of Eagle Wealth Strategies's portfolio in Q2 2026, its #74 holding.
Eagle Wealth Strategies first reported a position in CVS Health in Q4 2023 and has held it in 10 quarters since.
Eagle Wealth Strategies's CVS Health position peaked at $647K in Q1 2024.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.