Evergreen Wealth Solutions’s CVS Health CVS Stock Holding History

Evergreen Wealth Solutions’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	$1.37M	Buy	14,465 +2,827	+24%	+$252K	0.07%	170
2026 Q1	$836K	Buy	+11,638	New	+$897K	0.06%	183
2024 Q2	–	Sell	-3,340	Closed	-$266K	–	120
2024 Q1	$266K	Sell	3,340 -245	-7%	-$18.7K	0.2%	96
2023 Q4	$283K	Buy	3,585 +383	+12%	+$27.3K	0.24%	90
2023 Q3	$224K	Buy	3,202 +225	+8%	+$15.9K	0.23%	93
2023 Q2	$206K	Buy	+2,977	New	+$212K	0.21%	97
2023 Q1	–	Sell	-2,535	Closed	-$236K	–	104
2022 Q4	$236K	Buy	2,535 +61	+2%	+$5.89K	0.31%	80
2022 Q3	$236K	Sell	2,474 -1,344	-35%	-$133K	0.33%	83
2022 Q2	$354K	Sell	3,818 -169	-4%	-$16.5K	0.43%	74
2022 Q1	$404K	Sell	3,987 -460	-10%	-$48.3K	0.39%	61
2021 Q4	$459K	Buy	+4,447	New	+$411K	0.42%	54

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evergreen Wealth Solutions's CVS Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its CVS Health (CVS) stake by 24% in Q2 2026, buying an estimated $252K and bringing the position to 14,465 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #170.

Evergreen Wealth Solutions first reported a position in CVS in Q4 2021 and has held it in 11 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Evergreen Wealth Solutions held 14,465 shares of CVS Health worth $1.37M as of Q2 2026.
Evergreen Wealth Solutions bought 2,827 CVS Health shares in Q2 2026, an estimated $252K.
CVS Health made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #170 holding.
Evergreen Wealth Solutions first reported a position in CVS Health in Q4 2021 and has held it in 11 quarters since.
2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.