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Maia Wealth’s CVS Health CVS Stock Holding History

Maia Wealth’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 		$293K Sell
2,828
-89
-3% -$7.94K 0.04% 296
2026
Q1 		$210K Buy
+2,917
New +$225K 0.04% 333
2024
Q4 		– Sell
-3,900
Closed -$219K – 332
2024
Q3 		$219K Sell
3,900
-7,932
-67% -$463K 0.05% 239
2024
Q2 		$694K Buy
+11,832
New +$740K 0.21% 96
2023
Q4 		$550K Buy
+6,969
New +$496K 0.22% 87

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
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

Maia Wealth's CVS Position: Q2 2026 in Review

Maia Wealth reduced its CVS Health (CVS) stake by 3.1% in Q2 2026, selling an estimated $7.94K and leaving 2,828 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #296.

Maia Wealth first reported a position in CVS in Q4 2023 and has held it in 5 quarters since. The position peaked at $694K in Q2 2024. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Maia Wealth held 2,828 shares of CVS Health worth $293K as of Q2 2026.
  • Maia Wealth sold 89 CVS Health shares in Q2 2026, an estimated $7.94K.
  • CVS Health made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #296 holding.
  • Maia Wealth first reported a position in CVS Health in Q4 2023 and has held it in 5 quarters since.
  • Maia Wealth's CVS Health position peaked at $694K in Q2 2024.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.