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Laurel Oak Wealth Management’s CVS Health CVS Stock Holding History

Laurel Oak 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 		$247K Buy
+2,386
New +$213K 0.04% 322
2026
Q1 		– Sell
-2,860
Closed -$227K – 369
2025
Q4 		$227K Buy
+2,860
New +$225K 0.04% 316

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's CVS Position: Q2 2026 in Review

Laurel Oak Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,386 shares worth $247K. The stake represents 0.04% of the portfolio and ranks #322 among its holdings. This is a return to the name: Laurel Oak Wealth Management previously reported a position in CVS as recently as Q4 2025.

Laurel Oak Wealth Management first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Laurel Oak Wealth Management held 2,386 shares of CVS Health worth $247K as of Q2 2026.
  • CVS Health was a new Laurel Oak Wealth Management position in Q2 2026.
  • CVS Health made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Laurel Oak Wealth Management first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.