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Magnolia Wealth Management’s CVS Health CVS Stock Holding History

Magnolia 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 		– Sell
-36
Closed -$2.59K – 56
2026
Q1 		$2.59K Buy
+36
New +$2.77K ﹤0.01% 185

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State Street
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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

Magnolia Wealth Management's CVS Position: Q2 2026 in Review

Magnolia Wealth Management sold out of CVS Health (CVS) in Q2 2026, closing a stake of 36 shares — an estimated $2.59K sold.

Magnolia Wealth Management first reported a position in CVS in Q1 2026 and held it in 1 quarter. The position peaked at $2.59K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Magnolia Wealth Management reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 36 CVS Health shares in Q2 2026, an estimated $2.59K.
  • Magnolia Wealth Management first reported a position in CVS Health in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's CVS Health position peaked at $2.59K in Q1 2026.
  • 2,059 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.