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Evelyn Partners’s CVS Health CVS Stock Holding History

Evelyn 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 		$186K Buy
+1,800
New +$161K ﹤0.01% 276

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evelyn Partners's CVS Position: Q2 2026 in Review

Evelyn Partners opened a new position in CVS Health (CVS) in Q2 2026: 1,800 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings.

1,975 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Evelyn Partners held 1,800 shares of CVS Health worth $186K as of Q2 2026.
  • CVS Health was a new Evelyn Partners position in Q2 2026.
  • CVS Health made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #276 holding.
  • 1,975 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.