Shah Wealth Advisors, LLC’s CVS Health CVS Stock Holding History

Shah Wealth Advisors, LLC’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	$514K	Buy	+4,967	New	+$443K	0.12%	54

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Shah Wealth Advisors, LLC's CVS Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in CVS Health (CVS) in Q2 2026: 4,967 shares worth $514K. The stake represents 0.12% of the portfolio and ranks #54 among its holdings.

1,356 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Shah Wealth Advisors, LLC held 4,967 shares of CVS Health worth $514K as of Q2 2026.
CVS Health was a new Shah Wealth Advisors, LLC position in Q2 2026.
CVS Health made up 0.12% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #54 holding.
1,356 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.