JRPIM
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Journey Retirement Planning & Investment Management’s CVS Health CVS Stock Holding History

Journey Retirement Planning & Investment 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
Q3 		$412K Sell
4,805
-4,459
-48% -$437K 0.29% 103
2026
Q2 		$958K Buy
9,264
+155
+2% +$13.8K 0.75% 31
2026
Q1 		$654K Sell
9,109
-19,619
-68% -$1.51M 0.58% 53
2025
Q4 		$2.28M Buy
+28,728
New +$2.26M 0.47% 50

Other funds holding CVS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CVS Position: Q3 2026 in Review

Journey Retirement Planning & Investment Management reduced its CVS Health (CVS) stake by 48% in Q3 2026, selling an estimated $437K and leaving 4,805 shares worth $412K. The position accounts for 0.29% of the portfolio, ranked #103.

Journey Retirement Planning & Investment Management first reported a position in CVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.28M in Q4 2025. 82 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Journey Retirement Planning & Investment Management held 4,805 shares of CVS Health worth $412K as of Q3 2026.
  • Journey Retirement Planning & Investment Management sold 4,459 CVS Health shares in Q3 2026, an estimated $437K.
  • CVS Health made up 0.29% of Journey Retirement Planning & Investment Management's portfolio in Q3 2026, its #103 holding.
  • Journey Retirement Planning & Investment Management first reported a position in CVS Health in Q4 2025 and has held it in 4 quarters since.
  • Journey Retirement Planning & Investment Management's CVS Health position peaked at $2.28M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.