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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
Q2 		– Sell
-114
Closed -$8.19K – 361
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 $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

Legacy Wealth Management (Idaho)'s CVS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of CVS Health (CVS) in Q2 2026, closing a stake of 114 shares — an estimated $8.19K sold.

Legacy Wealth Management (Idaho) first reported a position in CVS in Q3 2024 and held it in 7 quarters. The position peaked at $27.1K in Q3 2024. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 114 CVS Health shares in Q2 2026, an estimated $8.19K.
  • Legacy Wealth Management (Idaho) first reported a position in CVS Health in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s CVS Health position peaked at $27.1K in Q3 2024.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.