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Elevation Wealth Partners’s CVS Health CVS Stock Holding History

Elevation 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 		$36.8K Buy
356
+105
+42% +$9.37K 0.01% 386
2026
Q1 		$18K Hold
251
– – 0.01% 402
2025
Q4 		$19.9K Buy
251
+51
+26% +$4.02K 0.01% 369
2025
Q3 		$15.1K Buy
200
+130
+186% +$8.91K 0.01% 351
2025
Q2 		$4.83K Hold
70
– – ﹤0.01% 405
2025
Q1 		$4.74K Sell
70
-400
-85% -$23.9K ﹤0.01% 407
2024
Q4 		$21.1K Buy
470
+70
+18% +$3.93K 0.01% 306
2024
Q3 		$25.2K Hold
400
– – 0.01% 284
2024
Q2 		$23.6K Sell
400
-100
-20% -$6.25K 0.01% 282
2024
Q1 		$39.9K Hold
500
– – 0.02% 236
2023
Q4 		$34.9K Buy
500
+400
+400% +$28.5K 0.02% 235
2023
Q3 		$6.98K Hold
100
– – 0.01% 260
2023
Q2 		$6.91K Hold
100
– – 0.01% 266
2023
Q1 		$7.43K Buy
+100
New +$8.39K 0.01% 273

Other funds holding CVS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Elevation Wealth Partners increased its CVS Health (CVS) stake by 42% in Q2 2026, buying an estimated $9.37K and bringing the position to 356 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #386.

Elevation Wealth Partners first reported a position in CVS in Q1 2023 and has held it in 14 quarters since. The position peaked at $39.9K in Q1 2024. 886 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Elevation Wealth Partners held 356 shares of CVS Health worth $36.8K as of Q2 2026.
  • Elevation Wealth Partners bought 105 CVS Health shares in Q2 2026, an estimated $9.37K.
  • CVS Health made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #386 holding.
  • Elevation Wealth Partners first reported a position in CVS Health in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's CVS Health position peaked at $39.9K in Q1 2024.
  • 886 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.