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

Meadowbrook 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 		$291K Sell
2,775
-1,600
-37% -$143K 0.31% 63
2026
Q1 		$314K Sell
4,375
-1,700
-28% -$131K 0.42% 54
2025
Q4 		$482K Buy
6,075
+1,150
+23% +$90.7K 0.55% 38
2025
Q3 		$371K Buy
+4,925
New +$338K 0.39% 57

Other funds holding CVS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its CVS Health (CVS) stake by 37% in Q2 2026, selling an estimated $143K and leaving 2,775 shares worth $291K. The position accounts for 0.31% of the portfolio, ranked #63.

Meadowbrook Wealth Management first reported a position in CVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $482K in Q4 2025. 924 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Meadowbrook Wealth Management held 2,775 shares of CVS Health worth $291K as of Q2 2026.
  • Meadowbrook Wealth Management sold 1,600 CVS Health shares in Q2 2026, an estimated $143K.
  • CVS Health made up 0.31% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Meadowbrook Wealth Management first reported a position in CVS Health in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's CVS Health position peaked at $482K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.