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Legacy Wealth Management (Idaho)’s CVS Health CVS Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$8.19K Buy
114
+2
+2% +$154 ﹤0.01% 533
2025
Q4 		$8.89K Buy
112
+84
+300% +$6.62K ﹤0.01% 446
2025
Q3 		$2.11K Hold
28
– – ﹤0.01% 532
2025
Q2 		$1.93K Sell
28
-274
-91% -$18K ﹤0.01% 521
2025
Q1 		$20.5K Hold
302
– – 0.01% 245
2024
Q4 		$16.3K Sell
302
-198
-40% -$11.1K 0.01% 235
2024
Q3 		$27.1K Buy
+500
New +$29.2K 0.02% 178

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CVS Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its CVS Health (CVS) stake by 1.8% in Q1 2026, buying an estimated $154 and bringing the position to 114 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Legacy Wealth Management (Idaho) first reported a position in CVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $27.1K in Q3 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 114 shares of CVS Health worth $8.19K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 2 CVS Health shares in Q1 2026, an estimated $154.
  • CVS Health made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #533 holding.
  • Legacy Wealth Management (Idaho) first reported a position in CVS Health in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s CVS Health position peaked at $27.1K in Q3 2024.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.