LWL
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Leo Wealth LLC’s CVS Health CVS Stock Holding History

Leo Wealth LLC’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 		$633K Buy
8,813
+646
+8% +$49.8K 0.05% 232
2025
Q4 		$648K Buy
+8,167
New +$644K 0.05% 225
2025
Q3 		– Sell
-7,793
Closed -$538K – 315
2025
Q2 		$538K Buy
+7,793
New +$511K 0.04% 223
2025
Q1 		– Sell
-4,847
Closed -$258K – 297
2024
Q4 		$258K Sell
4,847
-1,201
-20% -$67.4K 0.02% 306
2024
Q3 		$380K Sell
6,048
-49
-0.8% -$2.86K 0.03% 253
2024
Q2 		$357K Sell
6,097
-948
-13% -$59.3K 0.04% 256
2024
Q1 		$561K Sell
7,045
-414
-6% -$31.6K 0.06% 200
2023
Q4 		$578K Buy
+7,459
New +$531K 0.06% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Leo Wealth LLC's CVS Position: Q1 2026 in Review

Leo Wealth LLC increased its CVS Health (CVS) stake by 7.9% in Q1 2026, buying an estimated $49.8K and bringing the position to 8,813 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #232.

Leo Wealth LLC first reported a position in CVS in Q4 2023 and has held it in 8 quarters since. The position peaked at $648K in Q4 2025. 1,876 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Leo Wealth LLC held 8,813 shares of CVS Health worth $633K as of Q1 2026.
  • Leo Wealth LLC bought 646 CVS Health shares in Q1 2026, an estimated $49.8K.
  • CVS Health made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #232 holding.
  • Leo Wealth LLC first reported a position in CVS Health in Q4 2023 and has held it in 8 quarters since.
  • Leo Wealth LLC's CVS Health position peaked at $648K in Q4 2025.
  • 1,876 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.