IP
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Ignite Planners’s CVS Health CVS Stock Holding History

Ignite Planners’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 		$307K Buy
+2,968
New +$265K 0.04% 342
2024
Q1 		– Sell
-4,007
Closed -$324K – 287
2023
Q4 		$324K Sell
4,007
-1,185
-23% -$84.3K 0.1% 201
2023
Q3 		$362K Buy
5,192
+460
+10% +$32.6K 0.11% 203
2023
Q2 		$327K Sell
4,732
-2,148
-31% -$153K 0.13% 178
2023
Q1 		$523K Buy
6,880
+354
+5% +$29.7K 0.21% 117
2022
Q4 		$574K Buy
6,526
+548
+9% +$52.9K 0.24% 108
2022
Q3 		$584K Buy
5,978
+825
+16% +$81.7K 0.47% 63
2022
Q2 		$482K Sell
5,153
-1,709
-25% -$167K 0.4% 75
2022
Q1 		$698K Buy
6,862
+510
+8% +$53.6K 0.47% 59
2021
Q4 		$666K Buy
+6,352
New +$587K 0.43% 68

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ignite Planners's CVS Position: Q2 2026 in Review

Ignite Planners opened a new position in CVS Health (CVS) in Q2 2026: 2,968 shares worth $307K. The stake represents 0.04% of the portfolio and ranks #342 among its holdings. This is a return to the name: Ignite Planners previously reported a position in CVS as recently as Q4 2023.

Ignite Planners first reported a position in CVS in Q4 2021 and has held it in 10 quarters since. The position peaked at $698K in Q1 2022. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Ignite Planners held 2,968 shares of CVS Health worth $307K as of Q2 2026.
  • CVS Health was a new Ignite Planners position in Q2 2026.
  • CVS Health made up 0.04% of Ignite Planners's portfolio in Q2 2026, its #342 holding.
  • Ignite Planners first reported a position in CVS Health in Q4 2021 and has held it in 10 quarters since.
  • Ignite Planners's CVS Health position peaked at $698K in Q1 2022.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.