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Medallion Wealth Advisors’s CVS Health CVS Stock Holding History

Medallion Wealth Advisors’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
Q1 		$184K Buy
2,566
+4
+0.2% +$308 0.06% 263
2025
Q4 		$203K Sell
2,562
-135
-5% -$10.6K 0.07% 241
2025
Q3 		$203K Buy
2,697
+7
+0.3% +$480 0.07% 234
2025
Q2 		$187K Sell
2,690
-52
-2% -$3.41K 0.07% 239
2025
Q1 		$186K Buy
2,742
+768
+39% +$46K 0.08% 209
2024
Q4 		$94K Buy
+1,974
New +$111K 0.05% 313

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Medallion Wealth Advisors's CVS Position: Q1 2026 in Review

Medallion Wealth Advisors increased its CVS Health (CVS) stake by 0.16% in Q1 2026, buying an estimated $308 and bringing the position to 2,566 shares worth $184K. The position accounts for 0.06% of the portfolio, ranked #263.

Medallion Wealth Advisors first reported a position in CVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $203K in Q3 2025. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Medallion Wealth Advisors held 2,566 shares of CVS Health worth $184K as of Q1 2026.
  • Medallion Wealth Advisors bought 4 CVS Health shares in Q1 2026, an estimated $308.
  • CVS Health made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #263 holding.
  • Medallion Wealth Advisors first reported a position in CVS Health in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's CVS Health position peaked at $203K in Q3 2025.
  • 1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.