MWM
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Manske Wealth Management’s CVS Health CVS Stock Holding History

Manske 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 		$3.69M Sell
35,676
-573
-2% -$51.1K 0.92% 19
2026
Q1 		$2.6M Sell
36,249
-280
-0.8% -$21.6K 0.73% 29
2025
Q4 		$2.9M Sell
36,529
-381
-1% -$30K 0.86% 25
2025
Q3 		$2.78M Sell
36,910
-1,393
-4% -$95.5K 0.85% 22
2025
Q2 		$2.64M Buy
38,303
+5,213
+16% +$342K 0.87% 23
2025
Q1 		$2.24M Buy
33,090
+3,449
+12% +$206K 0.85% 27
2024
Q4 		$1.33M Buy
+29,641
New +$1.66M 0.53% 37

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

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

Manske Wealth Management reduced its CVS Health (CVS) stake by 1.6% in Q2 2026, selling an estimated $51.1K and leaving 35,676 shares worth $3.69M. The position accounts for 0.92% of the portfolio, ranked #19.

Manske Wealth Management first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Manske Wealth Management held 35,676 shares of CVS Health worth $3.69M as of Q2 2026.
  • Manske Wealth Management sold 573 CVS Health shares in Q2 2026, an estimated $51.1K.
  • CVS Health made up 0.92% of Manske Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Manske Wealth Management first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.