Fortitude Family Office’s CVS Health CVS Stock Holding History

Fortitude Family Office’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	$48.6K	Sell	470 -23	-5%	-$2.05K	0.01%	296
2026 Q1	$35.4K	Buy	493 +195	+65%	+$15K	0.01%	300
2025 Q4	$23.6K	Buy	298 +76	+34%	+$5.99K	0.01%	367
2025 Q3	$16.7K	Buy	222 +21	+10%	+$1.44K	﹤0.01%	432
2025 Q2	$13.9K	Buy	+201	New	+$13.2K	﹤0.01%	460
2024 Q4	–	Sell	-437	Closed	-$27.5K	–	1311
2024 Q3	$27.5K	Sell	437 -637	-59%	-$37.2K	0.01%	348
2024 Q2	$63.4K	Sell	1,074 -21	-2%	-$1.31K	0.04%	147
2024 Q1	$87.3K	Hold	1,095	–	–	0.06%	104
2023 Q4	$86.5K	Buy	+1,095	New	+$77.9K	0.06%	110

Other funds holding CVS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fortitude Family Office's CVS Position: Q2 2026 in Review

Fortitude Family Office reduced its CVS Health (CVS) stake by 4.7% in Q2 2026, selling an estimated $2.05K and leaving 470 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #296.

Fortitude Family Office first reported a position in CVS in Q4 2023 and has held it in 9 quarters since. The position peaked at $87.3K in Q1 2024. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Fortitude Family Office held 470 shares of CVS Health worth $48.6K as of Q2 2026.
Fortitude Family Office sold 23 CVS Health shares in Q2 2026, an estimated $2.05K.
CVS Health made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #296 holding.
Fortitude Family Office first reported a position in CVS Health in Q4 2023 and has held it in 9 quarters since.
Fortitude Family Office's CVS Health position peaked at $87.3K in Q1 2024.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.