FC
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Financial Consulate’s CVS Health CVS Stock Holding History

Financial Consulate’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 		$64.8K Buy
626
+57
+10% +$5.09K 0.01% 300
2026
Q1 		$40.9K Buy
569
+70
+14% +$5.39K 0.01% 358
2025
Q4 		$39.6K Buy
499
+249
+100% +$19.6K 0.01% 357
2025
Q3 		$18.8K Buy
+250
New +$17.1K ﹤0.01% 461

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

Financial Consulate's CVS Position: Q2 2026 in Review

Financial Consulate increased its CVS Health (CVS) stake by 10% in Q2 2026, buying an estimated $5.09K and bringing the position to 626 shares worth $64.8K. The position accounts for 0.01% of the portfolio, ranked #300.

Financial Consulate first reported a position in CVS in Q3 2025 and has held it in 4 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Financial Consulate held 626 shares of CVS Health worth $64.8K as of Q2 2026.
  • Financial Consulate bought 57 CVS Health shares in Q2 2026, an estimated $5.09K.
  • CVS Health made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #300 holding.
  • Financial Consulate first reported a position in CVS Health in Q3 2025 and has held it in 4 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.