Fifth Third Wealth Advisors’s CVS Health CVS Stock Holding History

Fifth Third Wealth Advisors’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	13,289 +393	+3%	+$35.1K	0.04%	253
2026 Q1	$926K	Buy	12,896 +2,498	+24%	+$192K	0.03%	287
2025 Q4	$825K	Sell	10,398 -442	-4%	-$34.8K	0.03%	288
2025 Q3	$817K	Sell	10,840 -29	-0.3%	-$1.99K	0.03%	270
2025 Q2	$750K	Sell	10,869 -1,709	-14%	-$112K	0.03%	285
2025 Q1	$852K	Buy	12,578 +1,509	+14%	+$90.3K	0.04%	244
2024 Q4	$497K	Sell	11,069 -478	-4%	-$26.8K	0.03%	334
2024 Q3	$726K	Sell	11,547 -629	-5%	-$36.7K	0.04%	242
2024 Q2	$719K	Buy	+12,176	New	+$762K	0.05%	205

Other funds holding CVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Fifth Third Wealth Advisors's CVS Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its CVS Health (CVS) stake by 3% in Q2 2026, buying an estimated $35.1K and bringing the position to 13,289 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #253.

Fifth Third Wealth Advisors first reported a position in CVS in Q2 2024 and has held it in 9 quarters since. 419 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Fifth Third Wealth Advisors held 13,289 shares of CVS Health worth $1.37M as of Q2 2026.
Fifth Third Wealth Advisors bought 393 CVS Health shares in Q2 2026, an estimated $35.1K.
CVS Health made up 0.04% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #253 holding.
Fifth Third Wealth Advisors first reported a position in CVS Health in Q2 2024 and has held it in 9 quarters since.
419 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.