EW
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Evoke Wealth’s CVS Health CVS Stock Holding History

Evoke Wealth’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 		– Sell
-3,862
Closed -$277K – 136
2026
Q1 		$277K Sell
3,862
-1,705
-31% -$131K 0.01% 564
2025
Q4 		$442K Sell
5,567
-475
-8% -$37.4K 0.01% 421
2025
Q3 		$456K Buy
6,042
+2,472
+69% +$169K 0.01% 384
2025
Q2 		$246K Buy
+3,570
New +$234K 0.01% 506
2024
Q2 		– Sell
-3,078
Closed -$246K – 166
2024
Q1 		$246K Buy
+3,078
New +$235K 0.01% 347
2023
Q4 		– Sell
-3,034
Closed -$212K – 150
2023
Q3 		$212K Sell
3,034
-163
-5% -$11.5K 0.01% 348
2023
Q2 		$221K Buy
3,197
+60
+2% +$4.27K 0.01% 327
2023
Q1 		$233K Buy
3,137
+216
+7% +$18.1K 0.01% 307
2022
Q4 		$272K Buy
2,921
+306
+12% +$29.5K 0.01% 296
2022
Q3 		$249K Sell
2,615
-7
-0.3% -$693 0.01% 287
2022
Q2 		$243K Sell
2,622
-422
-14% -$41.2K 0.01% 292
2022
Q1 		$308K Buy
3,044
+507
+20% +$53.3K 0.01% 287
2021
Q4 		$262K Buy
2,537
+352
+16% +$32.5K 0.01% 327
2021
Q3 		$185K Sell
2,185
-50
-2% -$4.19K 0.01% 346
2021
Q2 		$186K Sell
2,235
-55
-2% -$4.5K 0.01% 358
2021
Q1 		$172K Sell
2,290
-2,450
-52% -$178K 0.01% 322
2020
Q4 		$324K Sell
4,740
-16,400
-78% -$1.07M 0.02% 187
2020
Q3 		$1.24M Buy
21,140
+3,148
+17% +$196K 0.1% 61
2020
Q2 		$1.17M Sell
17,992
-7,017
-28% -$442K 0.11% 55
2020
Q1 		$1.48M Sell
25,009
-1,014
-4% -$67.7K 0.21% 36
2019
Q4 		$1.93M Buy
26,023
+838
+3% +$58.8K 0.25% 40
2019
Q3 		$1.59M Buy
+25,185
New +$1.49M 0.2% 61

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

Evoke Wealth's CVS Position: Q2 2026 in Review

Evoke Wealth sold out of CVS Health (CVS) in Q2 2026, closing a stake of 3,862 shares — an estimated $277K sold.

Evoke Wealth first reported a position in CVS in Q3 2019 and held it in 22 quarters. The position peaked at $1.93M in Q4 2019. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Evoke Wealth reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,862 CVS Health shares in Q2 2026, an estimated $277K.
  • Evoke Wealth first reported a position in CVS Health in Q3 2019 and held it in 22 quarters.
  • Evoke Wealth's CVS Health position peaked at $1.93M in Q4 2019.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.