Inlight Wealth Management’s CVS Health CVS Stock Holding History

Inlight 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	$2.75M	Buy	32,074 +220	+0.7%	+$21.5K	0.78%	27
2026 Q2	$3.3M	Sell	31,854 -1,075	-3%	-$96K	1.05%	21
2026 Q1	$2.36M	Sell	32,929 -1,436	-4%	-$111K	0.88%	22
2025 Q4	$2.73M	Sell	34,365 -2,607	-7%	-$206K	1%	24
2025 Q3	$2.79M	Sell	36,972 -415	-1%	-$28.4K	1.31%	20
2025 Q2	$2.58M	Sell	37,387 -2,269	-6%	-$149K	1.33%	21
2025 Q1	$2.69M	Sell	39,656 -8,581	-18%	-$514K	1.66%	21
2024 Q4	$2.17M	Buy	+48,237	New	+$2.71M	1.42%	26

Other funds holding CVS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Inlight Wealth Management increased its CVS Health (CVS) stake by 0.69% in Q3 2026, buying an estimated $21.5K and bringing the position to 32,074 shares worth $2.75M. The position accounts for 0.78% of the portfolio, ranked #27.

Inlight Wealth Management first reported a position in CVS in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.3M in Q2 2026. 674 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

Inlight Wealth Management held 32,074 shares of CVS Health worth $2.75M as of Q3 2026.
Inlight Wealth Management bought 220 CVS Health shares in Q3 2026, an estimated $21.5K.
CVS Health made up 0.78% of Inlight Wealth Management's portfolio in Q3 2026, its #27 holding.
Inlight Wealth Management first reported a position in CVS Health in Q4 2024 and has held it in 8 quarters since.
Inlight Wealth Management's CVS Health position peaked at $3.3M in Q2 2026.
674 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.