IPS
CVS icon

Investors Portfolio Services’s CVS Health CVS Stock Holding History

Investors Portfolio Services’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 		$11K Sell
106
-330
-76% -$29.5K 0.01% 141
2026
Q1 		$31.3K Sell
436
-196
-31% -$15.1K 0.03% 99
2025
Q4 		$50.1K Buy
+632
New +$49.8K 0.05% 77

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

Investors Portfolio Services's CVS Position: Q2 2026 in Review

Investors Portfolio Services reduced its CVS Health (CVS) stake by 76% in Q2 2026, selling an estimated $29.5K and leaving 106 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #141.

Investors Portfolio Services first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.1K in Q4 2025. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Investors Portfolio Services held 106 shares of CVS Health worth $11K as of Q2 2026.
  • Investors Portfolio Services sold 330 CVS Health shares in Q2 2026, an estimated $29.5K.
  • CVS Health made up 0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #141 holding.
  • Investors Portfolio Services first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's CVS Health position peaked at $50.1K in Q4 2025.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.