EWS
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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
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
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

Evergreen Wealth Solutions's CVS Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in CVS Health (CVS) in Q1 2026: 11,638 shares worth $836K. The stake represents 0.06% of the portfolio and ranks #183 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in CVS as recently as Q1 2024.

Evergreen Wealth Solutions first reported a position in CVS in Q4 2021 and has held it in 10 quarters since. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Evergreen Wealth Solutions held 11,638 shares of CVS Health worth $836K as of Q1 2026.
  • CVS Health was a new Evergreen Wealth Solutions position in Q1 2026.
  • CVS Health made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #183 holding.
  • Evergreen Wealth Solutions first reported a position in CVS Health in Q4 2021 and has held it in 10 quarters since.
  • 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.