Marion Wealth Management
CVS icon

Marion Wealth Management’s CVS Health CVS Stock Holding History

Marion 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
Q3 		$320K Buy
3,738
+1,693
+83% +$166K 0.06% 128
2026
Q2 		$212K Buy
+2,045
New +$183K 0.04% 151
2022
Q2 		– Sell
-2,057
Closed -$208K – 102
2022
Q1 		$208K Hold
2,057
– – 0.1% 92
2021
Q4 		$212K Buy
+2,057
New +$190K 0.1% 97

Other funds holding CVS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Marion Wealth Management's CVS Position: Q3 2026 in Review

Marion Wealth Management increased its CVS Health (CVS) stake by 83% in Q3 2026, buying an estimated $166K and bringing the position to 3,738 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #128.

Marion Wealth Management first reported a position in CVS in Q4 2021 and has held it in 4 quarters since. 1,724 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Marion Wealth Management held 3,738 shares of CVS Health worth $320K as of Q3 2026.
  • Marion Wealth Management bought 1,693 CVS Health shares in Q3 2026, an estimated $166K.
  • CVS Health made up 0.06% of Marion Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Marion Wealth Management first reported a position in CVS Health in Q4 2021 and has held it in 4 quarters since.
  • 1,724 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.