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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Inlight Wealth Management's CVS Position: Q1 2026 in Review

Inlight Wealth Management reduced its CVS Health (CVS) stake by 4.2% in Q1 2026, selling an estimated $111K and leaving 32,929 shares worth $2.36M. The position accounts for 0.88% of the portfolio, ranked #22.

Inlight Wealth Management first reported a position in CVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Inlight Wealth Management held 32,929 shares of CVS Health worth $2.36M as of Q1 2026.
Inlight Wealth Management sold 1,436 CVS Health shares in Q1 2026, an estimated $111K.
CVS Health made up 0.88% of Inlight Wealth Management's portfolio in Q1 2026, its #22 holding.
Inlight Wealth Management first reported a position in CVS Health in Q4 2024 and has held it in 6 quarters since.
Inlight Wealth Management's CVS Health position peaked at $2.79M in Q3 2025.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.