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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
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

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

Inlight Wealth Management's CVS Position: Q2 2026 in Review

Inlight Wealth Management reduced its CVS Health (CVS) stake by 3.3% in Q2 2026, selling an estimated $96K and leaving 31,854 shares worth $3.3M. The position accounts for 1.05% of the portfolio, ranked #21.

Inlight Wealth Management first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Inlight Wealth Management held 31,854 shares of CVS Health worth $3.3M as of Q2 2026.
  • Inlight Wealth Management sold 1,075 CVS Health shares in Q2 2026, an estimated $96K.
  • CVS Health made up 1.05% of Inlight Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Inlight Wealth Management first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.