Financial Network Wealth Advisors’s CVS Health CVS Stock Holding History

Financial Network 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 Q1	$75.8K	Buy	1,056 +68	+7%	+$5.24K	0.08%	205
2025 Q4	$78.4K	Buy	988 +5	+0.5%	+$394	0.08%	197
2025 Q3	$74.1K	Buy	983 +51	+5%	+$3.5K	0.08%	202
2025 Q2	$64.3K	Sell	932 -57	-6%	-$3.74K	0.08%	221
2025 Q1	$67K	Buy	989 +290	+41%	+$17.4K	0.09%	203
2024 Q4	$31.4K	Sell	699 -1,007	-59%	-$56.5K	0.06%	243
2024 Q3	$107K	Buy	1,706 +111	+7%	+$6.48K	0.09%	189
2024 Q2	$94.2K	Buy	+1,595	New	+$99.8K	0.07%	228

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Network Wealth Advisors's CVS Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its CVS Health (CVS) stake by 6.9% in Q1 2026, buying an estimated $5.24K and bringing the position to 1,056 shares worth $75.8K. The position accounts for 0.08% of the portfolio, ranked #205.

Financial Network Wealth Advisors first reported a position in CVS in Q2 2024 and has held it in 8 quarters since. The position peaked at $107K in Q3 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Financial Network Wealth Advisors held 1,056 shares of CVS Health worth $75.8K as of Q1 2026.
Financial Network Wealth Advisors bought 68 CVS Health shares in Q1 2026, an estimated $5.24K.
CVS Health made up 0.08% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #205 holding.
Financial Network Wealth Advisors first reported a position in CVS Health in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's CVS Health position peaked at $107K in Q3 2024.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.