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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Marion Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,045 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings. This is a return to the name: Marion Wealth Management previously reported a position in CVS as recently as Q1 2022.

Marion Wealth Management first reported a position in CVS in Q4 2021 and has held it in 3 quarters since. The position peaked at $212K in Q4 2021. 343 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Marion Wealth Management held 2,045 shares of CVS Health worth $212K as of Q2 2026.
  • CVS Health was a new Marion Wealth Management position in Q2 2026.
  • CVS Health made up 0.04% of Marion Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Marion Wealth Management first reported a position in CVS Health in Q4 2021 and has held it in 3 quarters since.
  • Marion Wealth Management's CVS Health position peaked at $212K in Q4 2021.
  • 343 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.