HWM
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HB Wealth Management’s CVS Health CVS Stock Holding History

HB Wealth 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
2024
Q3 		– Sell
-1,000
Closed -$59.1K – 986
2024
Q2 		$59.1K Buy
+1,000
New +$62.6K ﹤0.01% 898

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

HB Wealth Management's CVS Position: Q1 2026 in Review

HB Wealth Management increased its CVS Health (CVS) stake by 9.4% in Q1 2026, buying an estimated $294K and bringing the position to 44,680 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #327.

HB Wealth Management first reported a position in CVS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.24M in Q4 2025. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • HB Wealth Management held 44,680 shares of CVS Health worth $3.21M as of Q1 2026.
  • HB Wealth Management bought 3,821 CVS Health shares in Q1 2026, an estimated $294K.
  • CVS Health made up 0.02% of HB Wealth Management's portfolio in Q1 2026, its #327 holding.
  • HB Wealth Management first reported a position in CVS Health in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's CVS Health position peaked at $3.24M in Q4 2025.
  • 1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.