Legacy Capital Wealth Partners’s CVS Health CVS Stock Holding History

Legacy Capital Wealth Partners’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	$539K	Buy	5,215 +70	+1%	+$6.25K	0.1%	187
2026 Q1	$370K	Buy	5,145 +603	+13%	+$46.5K	0.08%	261
2025 Q4	$360K	Sell	4,542 -135	-3%	-$10.6K	0.08%	266
2025 Q3	$353K	Sell	4,677 -33	-0.7%	-$2.26K	0.08%	282
2025 Q2	$325K	Buy	4,710 +537	+13%	+$35.2K	0.07%	288
2025 Q1	$283K	Buy	+4,173	New	+$250K	0.07%	288
2024 Q1	–	Sell	-8,982	Closed	-$709K	–	167
2023 Q4	$709K	Sell	8,982 -1,055	-11%	-$75.1K	0.2%	105
2023 Q3	$701K	Buy	+10,037	New	+$711K	0.19%	111
2023 Q2	–	Sell	-8,959	Closed	-$666K	–	86
2023 Q1	$666K	Buy	+8,959	New	+$751K	0.18%	110

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Capital Wealth Partners's CVS Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its CVS Health (CVS) stake by 1.4% in Q2 2026, buying an estimated $6.25K and bringing the position to 5,215 shares worth $539K. The position accounts for 0.1% of the portfolio, ranked #187.

Legacy Capital Wealth Partners first reported a position in CVS in Q1 2023 and has held it in 9 quarters since. The position peaked at $709K in Q4 2023. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Legacy Capital Wealth Partners held 5,215 shares of CVS Health worth $539K as of Q2 2026.
Legacy Capital Wealth Partners bought 70 CVS Health shares in Q2 2026, an estimated $6.25K.
CVS Health made up 0.1% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #187 holding.
Legacy Capital Wealth Partners first reported a position in CVS Health in Q1 2023 and has held it in 9 quarters since.
Legacy Capital Wealth Partners's CVS Health position peaked at $709K in Q4 2023.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.