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Kingswood Wealth Advisors’s CVS Health CVS Stock Holding History

Kingswood 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 		$1.54M Sell
14,847
-159
-1% -$14.2K 0.06% 308
2026
Q1 		$1.08M Sell
15,006
-1,222
-8% -$94.1K 0.05% 365
2025
Q4 		$1.29M Sell
16,228
-382
-2% -$30.1K 0.06% 303
2025
Q3 		$1.25M Buy
16,610
+1,004
+6% +$68.8K 0.08% 267
2025
Q2 		$1.08M Sell
15,606
-68
-0.4% -$4.46K 0.09% 252
2025
Q1 		$1.06M Sell
15,674
-6,687
-30% -$400K 0.1% 231
2024
Q4 		$1M Sell
22,361
-10,682
-32% -$599K 0.08% 271
2024
Q3 		$2.07M Buy
33,043
+12,967
+65% +$757K 0.15% 159
2024
Q2 		$1.19M Sell
20,076
-4,470
-18% -$280K 0.11% 204
2024
Q1 		$1.96M Sell
24,546
-3,874
-14% -$296K 0.23% 100
2023
Q4 		$2.24M Buy
28,420
+20,190
+245% +$1.44M 0.25% 85
2023
Q3 		$1.39M Sell
8,230
-16,646
-67% -$1.18M 0.24% 114
2023
Q2 		$1.43M Buy
+24,876
New +$1.77M 0.46% 50

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

Kingswood Wealth Advisors's CVS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its CVS Health (CVS) stake by 1.1% in Q2 2026, selling an estimated $14.2K and leaving 14,847 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #308.

Kingswood Wealth Advisors first reported a position in CVS in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.24M in Q4 2023. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Kingswood Wealth Advisors held 14,847 shares of CVS Health worth $1.54M as of Q2 2026.
  • Kingswood Wealth Advisors sold 159 CVS Health shares in Q2 2026, an estimated $14.2K.
  • CVS Health made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #308 holding.
  • Kingswood Wealth Advisors first reported a position in CVS Health in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's CVS Health position peaked at $2.24M in Q4 2023.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.