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
Q2 		$384K Sell
3,710
-1,394
-27% -$124K 0.2% 97
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 $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 $3.38T AUM 44.17% 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

International Private Wealth Advisors's CVS Position: Q2 2026 in Review

International Private Wealth Advisors reduced its CVS Health (CVS) stake by 27% in Q2 2026, selling an estimated $124K and leaving 3,710 shares worth $384K. The position accounts for 0.2% of the portfolio, ranked #97.

International Private Wealth Advisors first reported a position in CVS in Q2 2025 and has held it in 5 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • International Private Wealth Advisors held 3,710 shares of CVS Health worth $384K as of Q2 2026.
  • International Private Wealth Advisors sold 1,394 CVS Health shares in Q2 2026, an estimated $124K.
  • CVS Health made up 0.2% of International Private Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • International Private Wealth Advisors first reported a position in CVS Health in Q2 2025 and has held it in 5 quarters since.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.