Measured Wealth Private Client Group’s CVS Health CVS Stock Holding History

Measured Wealth Private Client Group’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	$65.8K	Sell	636 -1,225	-66%	-$109K	0.02%	289
2026 Q1	$134K	Sell	1,861 -11,086	-86%	-$854K	0.04%	215
2025 Q4	$1.03M	Buy	12,947 +3,424	+36%	+$270K	0.27%	55
2025 Q3	$718K	Buy	+9,523	New	+$653K	0.19%	70
2024 Q2	–	Sell	-3,158	Closed	-$252K	–	192
2024 Q1	$252K	Buy	+3,158	New	+$241K	0.09%	165
2023 Q1	–	Sell	-3,430	Closed	-$320K	–	175
2022 Q4	$320K	Sell	3,430 -2,749	-44%	-$265K	0.13%	110
2022 Q3	$589K	Buy	6,179 +606	+11%	+$60K	0.26%	53
2022 Q2	$516K	Buy	+5,573	New	+$544K	0.23%	63
2019 Q3	–	Sell	-5,339	Closed	-$291K	–	156
2019 Q2	$291K	Buy	5,339 +2	+0%	+$108	0.17%	134
2019 Q1	$288K	Buy	+5,337	New	+$329K	0.18%	130
2018 Q4	–	Sell	-765	Closed	-$60K	–	231
2018 Q3	$60K	Buy	+765	New	+$54.7K	0.04%	307

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Measured Wealth Private Client Group's CVS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its CVS Health (CVS) stake by 66% in Q2 2026, selling an estimated $109K and leaving 636 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #289.

Measured Wealth Private Client Group first reported a position in CVS in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2025. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Measured Wealth Private Client Group held 636 shares of CVS Health worth $65.8K as of Q2 2026.
Measured Wealth Private Client Group sold 1,225 CVS Health shares in Q2 2026, an estimated $109K.
CVS Health made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #289 holding.
Measured Wealth Private Client Group first reported a position in CVS Health in Q3 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's CVS Health position peaked at $1.03M in Q4 2025.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.