EWP
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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
Q3 		$59.6K Buy
695
+339
+95% +$33.2K 0.02% 335
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Elevation Wealth Partners's CVS Position: Q3 2026 in Review

Elevation Wealth Partners increased its CVS Health (CVS) stake by 95% in Q3 2026, buying an estimated $33.2K and bringing the position to 695 shares worth $59.6K. The position accounts for 0.02% of the portfolio, ranked #335.

Elevation Wealth Partners first reported a position in CVS in Q1 2023 and has held it in 15 quarters since. 76 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Elevation Wealth Partners held 695 shares of CVS Health worth $59.6K as of Q3 2026.
  • Elevation Wealth Partners bought 339 CVS Health shares in Q3 2026, an estimated $33.2K.
  • CVS Health made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #335 holding.
  • Elevation Wealth Partners first reported a position in CVS Health in Q1 2023 and has held it in 15 quarters since.
  • 76 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.