Institute for Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $228K | Buy |
+2,206
| New | +$197K | 0.02% | 484 |
|
|
2025
Q4 | – | Sell |
-2,833
| Closed | -$214K | – | 552 |
|
|
2025
Q3 | $214K | Sell |
2,833
-398
| -12% | -$27.3K | 0.02% | 535 |
|
|
2025
Q2 | $223K | Sell |
3,231
-124
| -4% | -$8.13K | 0.02% | 513 |
|
|
2025
Q1 | $227K | Buy |
+3,355
| New | +$201K | 0.03% | 482 |
|
|
2024
Q4 | – | Sell |
-7,458
| Closed | -$469K | – | 523 |
|
|
2024
Q3 | $469K | Sell |
7,458
-366
| -5% | -$21.4K | 0.06% | 314 |
|
|
2024
Q2 | $462K | Buy |
7,824
+1,873
| +31% | +$117K | 0.06% | 299 |
|
|
2024
Q1 | $475K | Sell |
5,951
-122
| -2% | -$9.32K | 0.06% | 302 |
|
|
2023
Q4 | $480K | Sell |
6,073
-380
| -6% | -$27K | 0.08% | 278 |
|
|
2023
Q3 | $451K | Sell |
6,453
-626
| -9% | -$44.4K | 0.08% | 278 |
|
|
2023
Q2 | $489K | Sell |
7,079
-53
| -0.7% | -$3.77K | 0.08% | 271 |
|
|
2023
Q1 | $530K | Sell |
7,132
-472
| -6% | -$39.6K | 0.1% | 251 |
|
|
2022
Q4 | $709K | Sell |
7,604
-77
| -1% | -$7.43K | 0.15% | 196 |
|
|
2022
Q3 | $733K | Buy |
7,681
+496
| +7% | +$49.1K | 0.16% | 167 |
|
|
2022
Q2 | $666K | Sell |
7,185
-114
| -2% | -$11.1K | 0.13% | 195 |
|
|
2022
Q1 | $739K | Sell |
7,299
-108
| -1% | -$11.3K | 0.12% | 212 |
|
|
2021
Q4 | $764K | Buy |
7,407
+326
| +5% | +$30.1K | 0.12% | 201 |
|
|
2021
Q3 | $601K | Sell |
7,081
-98
| -1% | -$8.21K | 0.11% | 235 |
|
|
2021
Q2 | $599K | Sell |
7,179
-470
| -6% | -$38.5K | 0.11% | 236 |
|
|
2021
Q1 | $575K | Sell |
7,649
-807
| -10% | -$58.8K | 0.11% | 234 |
|
|
2020
Q4 | $578K | Buy |
8,456
+1,091
| +15% | +$71K | 0.11% | 220 |
|
|
2020
Q3 | $430K | Sell |
7,365
-4,775
| -39% | -$297K | 0.1% | 255 |
|
|
2020
Q2 | $789K | Buy |
12,140
+254
| +2% | +$16K | 0.19% | 140 |
|
|
2020
Q1 | $705K | Buy |
11,886
+863
| +8% | +$57.6K | 0.22% | 133 |
|
|
2019
Q4 | $819K | Sell |
11,023
-452
| -4% | -$31.7K | 0.18% | 160 |
|
|
2019
Q3 | $724K | Buy |
11,475
+2,352
| +26% | +$139K | 0.18% | 165 |
|
|
2019
Q2 | $497K | Buy |
9,123
+992
| +12% | +$53.4K | 0.11% | 254 |
|
|
2019
Q1 | $439K | Buy |
+8,131
| New | +$502K | 0.1% | 265 |
|
|
2018
Q1 | – | Sell |
-4,276
| Closed | -$313K | – | 281 |
|
|
2017
Q4 | $313K | Buy |
+4,276
| New | +$311K | 0.07% | 298 |
|
|
2017
Q3 | – | Sell |
-6,755
| Closed | -$544K | – | 275 |
|
|
2017
Q2 | $544K | Buy |
+6,755
| New | +$533K | 0.15% | 212 |
|
Other funds holding CVS
Institute for Wealth Management's CVS Position: Q2 2026 in Review
Institute for Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,206 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #484 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CVS as recently as Q3 2025.
Institute for Wealth Management first reported a position in CVS in Q2 2017 and has held it in 29 quarters since. The position peaked at $819K in Q4 2019. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.
- Institute for Wealth Management held 2,206 shares of CVS Health worth $228K as of Q2 2026.
- CVS Health was a new Institute for Wealth Management position in Q2 2026.
- CVS Health made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #484 holding.
- Institute for Wealth Management first reported a position in CVS Health in Q2 2017 and has held it in 29 quarters since.
- Institute for Wealth Management's CVS Health position peaked at $819K in Q4 2019.
- 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.