HealthInvest Partners’s CVS Health CVS Stock Holding History

HealthInvest Partners’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	$15.1M	Buy	146,102 +122,329	+515%	+$10.9M	4.07%	5
2026 Q1	$9.27M	Sell	23,773 -82,745	-78%	-$6.37M	2.99%	13
2025 Q4	$8.45M	Buy	+106,518	New	+$8.4M	2.7%	12
2022 Q4	$4.85M	Buy	+52,000	New	+$5.02M	9.36%	7
2021 Q2	–	Sell	-85,000	Closed	-$6.39M	–	12
2021 Q1	$6.39M	Buy	+85,000	New	+$6.19M	5.09%	12

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

HealthInvest Partners's CVS Position: Q2 2026 in Review

HealthInvest Partners increased its CVS Health (CVS) stake by 515% in Q2 2026, buying an estimated $10.9M and bringing the position to 146,102 shares worth $15.1M. The position accounts for 4.07% of the portfolio, ranked #5.

HealthInvest Partners first reported a position in CVS in Q1 2021 and has held it in 5 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

HealthInvest Partners held 146,102 shares of CVS Health worth $15.1M as of Q2 2026.
HealthInvest Partners bought 122,329 CVS Health shares in Q2 2026, an estimated $10.9M.
CVS Health made up 4.07% of HealthInvest Partners's portfolio in Q2 2026, its #5 holding.
HealthInvest Partners first reported a position in CVS Health in Q1 2021 and has held it in 5 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on HealthInvest Partners's 13F filing for Q2 2026, filed 24 Jul 2026.