FC
CVS icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Consulate's CVS Position: Q1 2026 in Review

Financial Consulate increased its CVS Health (CVS) stake by 14% in Q1 2026, buying an estimated $5.39K and bringing the position to 569 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #358.

Financial Consulate first reported a position in CVS in Q3 2025 and has held it in 3 quarters since. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Financial Consulate held 569 shares of CVS Health worth $40.9K as of Q1 2026.
  • Financial Consulate bought 70 CVS Health shares in Q1 2026, an estimated $5.39K.
  • CVS Health made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #358 holding.
  • Financial Consulate first reported a position in CVS Health in Q3 2025 and has held it in 3 quarters since.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.