Empower Advisory Group
CVS icon

Empower Advisory Group’s CVS Health CVS Stock Holding History

Empower Advisory Group’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 		$1.29M Buy
12,482
+175
+1% +$15.6K ﹤0.01% 238
2026
Q1 		$884K Buy
12,307
+1,450
+13% +$112K ﹤0.01% 250
2025
Q4 		$862K Sell
10,857
-1,609
-13% -$127K ﹤0.01% 267
2025
Q3 		$940K Buy
12,466
+79
+0.6% +$5.41K ﹤0.01% 258
2025
Q2 		$854K Buy
12,387
+5,897
+91% +$387K ﹤0.01% 258
2025
Q1 		$440K Sell
6,490
-13,026
-67% -$780K ﹤0.01% 336
2024
Q4 		$876K Sell
19,516
-953,562
-98% -$53.5M ﹤0.01% 255
2024
Q3 		$61.2M Buy
973,078
+100,093
+11% +$5.84M 0.21% 107
2024
Q2 		$51.6M Buy
872,985
+77,194
+10% +$4.83M 0.19% 113
2024
Q1 		$63.5M Buy
795,791
+50,150
+7% +$3.83M 0.24% 100
2023
Q4 		$58.9M Buy
745,641
+6,594
+0.9% +$469K 0.23% 97
2023
Q3 		$51.6M Buy
739,047
+30,424
+4% +$2.16M 0.23% 92
2023
Q2 		$49M Buy
708,623
+36,565
+5% +$2.6M 0.21% 111
2023
Q1 		$51.1M Buy
+672,058
New +$56.4M 0.23% 105

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

Empower Advisory Group's CVS Position: Q2 2026 in Review

Empower Advisory Group increased its CVS Health (CVS) stake by 1.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 12,482 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Empower Advisory Group first reported a position in CVS in Q1 2023 and has held it in 14 quarters since. The position peaked at $63.5M in Q1 2024. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Empower Advisory Group held 12,482 shares of CVS Health worth $1.29M as of Q2 2026.
  • Empower Advisory Group bought 175 CVS Health shares in Q2 2026, an estimated $15.6K.
  • CVS Health made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #238 holding.
  • Empower Advisory Group first reported a position in CVS Health in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's CVS Health position peaked at $63.5M in Q1 2024.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.