IPWA
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International Private Wealth Advisors’s CVS Health CVS Stock Holding History

International Private Wealth Advisors’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 		$367K Buy
5,104
+946
+23% +$72.9K 0.22% 107
2025
Q4 		$330K Buy
4,158
+9
+0.2% +$710 0.21% 106
2025
Q3 		$313K Sell
4,149
-534
-11% -$36.6K 0.2% 114
2025
Q2 		$323K Buy
+4,683
New +$307K 0.28% 106

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

International Private Wealth Advisors's CVS Position: Q1 2026 in Review

International Private Wealth Advisors increased its CVS Health (CVS) stake by 23% in Q1 2026, buying an estimated $72.9K and bringing the position to 5,104 shares worth $367K. The position accounts for 0.22% of the portfolio, ranked #107.

International Private Wealth Advisors first reported a position in CVS in Q2 2025 and has held it in 4 quarters since. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • International Private Wealth Advisors held 5,104 shares of CVS Health worth $367K as of Q1 2026.
  • International Private Wealth Advisors bought 946 CVS Health shares in Q1 2026, an estimated $72.9K.
  • CVS Health made up 0.22% of International Private Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • International Private Wealth Advisors first reported a position in CVS Health in Q2 2025 and has held it in 4 quarters since.
  • 1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.