Fulcrum Asset Management’s CVS Health CVS Stock Holding History

Fulcrum Asset Management’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
2025 Q2	–	Hold	0	–	-$356K	–	242
2025 Q1	–	Hold	0	–	–	–	168

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 $3.38T AUM 44.17% 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

Fulcrum Asset Management's CVS Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in CVS Health (CVS) in Q2 2026: 5,999 shares worth $621K. The stake represents 0.06% of the portfolio and ranks #256 among its holdings.

2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Fulcrum Asset Management held 5,999 shares of CVS Health worth $621K as of Q2 2026.
CVS Health was a new Fulcrum Asset Management position in Q2 2026.
CVS Health made up 0.06% of Fulcrum Asset Management's portfolio in Q2 2026, its #256 holding.
2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.