EIP
CVS icon

Essential Investment Partners’s CVS Health CVS Stock Holding History

Essential Investment 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 		$12.4K Hold
120
– – 0.01% 205
2026
Q1 		$8.62K Hold
120
– – 0.01% 208
2025
Q4 		$9.52K Buy
+120
New +$9.46K 0.01% 197

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Essential Investment Partners's CVS Position: Q2 2026 in Review

Essential Investment Partners held its CVS Health (CVS) position steady in Q2 2026 at 120 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #205.

Essential Investment Partners first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Essential Investment Partners held 120 shares of CVS Health worth $12.4K as of Q2 2026.
  • Essential Investment Partners left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #205 holding.
  • Essential Investment Partners first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.