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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empower Advisory Group's CVS Position: Q1 2026 in Review

Empower Advisory Group increased its CVS Health (CVS) stake by 13% in Q1 2026, buying an estimated $112K and bringing the position to 12,307 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Empower Advisory Group first reported a position in CVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $63.5M in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Empower Advisory Group held 12,307 shares of CVS Health worth $884K as of Q1 2026.
  • Empower Advisory Group bought 1,450 CVS Health shares in Q1 2026, an estimated $112K.
  • CVS Health made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #250 holding.
  • Empower Advisory Group first reported a position in CVS Health in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's CVS Health position peaked at $63.5M in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.