IMG Wealth Management
CVS icon

IMG Wealth Management’s CVS Health CVS Stock Holding History

IMG 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
2026
Q3 		$6.68K Sell
78
-29
-27% -$2.84K ﹤0.01% 382
2026
Q2 		$11.1K Buy
107
+34
+47% +$3.04K 0.01% 306
2026
Q1 		$5.24K Buy
73
+34
+87% +$2.62K ﹤0.01% 374
2025
Q4 		$3.1K Hold
39
– – ﹤0.01% 461
2025
Q3 		$2.94K Hold
39
– – ﹤0.01% 412
2025
Q2 		$2.69K Buy
+39
New +$2.56K ﹤0.01% 419

Other funds holding CVS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

IMG Wealth Management's CVS Position: Q3 2026 in Review

IMG Wealth Management reduced its CVS Health (CVS) stake by 27% in Q3 2026, selling an estimated $2.84K and leaving 78 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

IMG Wealth Management first reported a position in CVS in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.1K in Q2 2026. 1,724 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • IMG Wealth Management held 78 shares of CVS Health worth $6.68K as of Q3 2026.
  • IMG Wealth Management sold 29 CVS Health shares in Q3 2026, an estimated $2.84K.
  • CVS Health made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #382 holding.
  • IMG Wealth Management first reported a position in CVS Health in Q2 2025 and has held it in 6 quarters since.
  • IMG Wealth Management's CVS Health position peaked at $11.1K in Q2 2026.
  • 1,724 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.