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Evolve Private Wealth’s CVS Health CVS Stock Holding History

Evolve Private 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 		$4.98M Sell
48,096
-8,472
-15% -$756K 0.3% 55
2026
Q1 		$4.06M Buy
56,568
+3,426
+6% +$264K 0.22% 78
2025
Q4 		$4.22M Buy
+53,142
New +$4.19M 0.25% 69

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

Evolve Private Wealth's CVS Position: Q2 2026 in Review

Evolve Private Wealth reduced its CVS Health (CVS) stake by 15% in Q2 2026, selling an estimated $756K and leaving 48,096 shares worth $4.98M. The position accounts for 0.3% of the portfolio, ranked #55.

Evolve Private Wealth first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Evolve Private Wealth held 48,096 shares of CVS Health worth $4.98M as of Q2 2026.
  • Evolve Private Wealth sold 8,472 CVS Health shares in Q2 2026, an estimated $756K.
  • CVS Health made up 0.3% of Evolve Private Wealth's portfolio in Q2 2026, its #55 holding.
  • Evolve Private Wealth first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.