EWM
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Evermay Wealth Management’s CVS Health CVS Stock Holding History

Evermay Wealth Management’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 		$14.1K Buy
+136
New +$12.1K ﹤0.01% 474
2024
Q4 		– Sell
-330
Closed -$20.8K – 585
2024
Q3 		$20.8K Sell
330
-2,137
-87% -$125K ﹤0.01% 397
2024
Q2 		$146K Sell
2,467
-125
-5% -$7.82K 0.02% 221
2024
Q1 		$207K Sell
2,592
-735
-22% -$56.1K 0.03% 200
2023
Q4 		$263K Buy
3,327
+32
+1% +$2.28K 0.05% 155
2023
Q3 		$230K Hold
3,295
– – 0.05% 156
2023
Q2 		$228K Buy
3,295
+1,012
+44% +$72K 0.04% 165
2023
Q1 		$170K Sell
2,283
-356
-13% -$29.9K 0.03% 190
2022
Q4 		$246K Buy
2,639
+414
+19% +$39.9K 0.05% 148
2022
Q3 		$212K Hold
2,225
– – 0.04% 156
2022
Q2 		$206K Hold
2,225
– – 0.04% 156
2022
Q1 		$225K Buy
2,225
+15
+0.7% +$1.58K 0.04% 177
2021
Q4 		$228K Buy
2,210
+125
+6% +$11.6K 0.04% 159
2021
Q3 		$177K Sell
2,085
-1,450
-41% -$121K 0.03% 173
2021
Q2 		$295K Buy
3,535
+30
+0.9% +$2.46K 0.05% 147
2021
Q1 		$264K Buy
3,505
+70
+2% +$5.1K 0.05% 150
2020
Q4 		$235K Buy
+3,435
New +$223K 0.05% 156
2020
Q3 		– Sell
-3,385
Closed -$220K – 158
2020
Q2 		$220K Buy
+3,385
New +$213K 0.06% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Evermay Wealth Management's CVS Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 136 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in CVS as recently as Q3 2024.

Evermay Wealth Management first reported a position in CVS in Q2 2020 and has held it in 18 quarters since. The position peaked at $295K in Q2 2021. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Evermay Wealth Management held 136 shares of CVS Health worth $14.1K as of Q2 2026.
  • CVS Health was a new Evermay Wealth Management position in Q2 2026.
  • CVS Health made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Evermay Wealth Management first reported a position in CVS Health in Q2 2020 and has held it in 18 quarters since.
  • Evermay Wealth Management's CVS Health position peaked at $295K in Q2 2021.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.