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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CVS Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its CVS Health (CVS) stake by 1.7% in Q2 2026, buying an estimated $13.8K and bringing the position to 9,264 shares worth $958K. The position accounts for 0.75% of the portfolio, ranked #31.

Journey Retirement Planning & Investment Management first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.28M in Q4 2025. 1,271 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 9,264 shares of CVS Health worth $958K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 155 CVS Health shares in Q2 2026, an estimated $13.8K.
  • CVS Health made up 0.75% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #31 holding.
  • Journey Retirement Planning & Investment Management first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's CVS Health position peaked at $2.28M in Q4 2025.
  • 1,271 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.