JWM
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JPL Wealth Management’s CVS Health CVS Stock Holding History

JPL Wealth 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 		$134K Buy
1,291
+37
+3% +$3.3K 0.03% 154
2026
Q1 		$90.1K Buy
+1,254
New +$96.6K 0.02% 168
2025
Q4 		– Sell
-1,214
Closed -$91.5K – 356
2025
Q3 		$91.5K Buy
+1,214
New +$83.2K 0.02% 178

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

JPL Wealth Management's CVS Position: Q2 2026 in Review

JPL Wealth Management increased its CVS Health (CVS) stake by 3% in Q2 2026, buying an estimated $3.3K and bringing the position to 1,291 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #154.

JPL Wealth Management first reported a position in CVS in Q3 2025 and has held it in 3 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • JPL Wealth Management held 1,291 shares of CVS Health worth $134K as of Q2 2026.
  • JPL Wealth Management bought 37 CVS Health shares in Q2 2026, an estimated $3.3K.
  • CVS Health made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #154 holding.
  • JPL Wealth Management first reported a position in CVS Health in Q3 2025 and has held it in 3 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.