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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
Q2 		$251K Sell
2,424
-142
-6% -$12.7K 0.08% 210
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Medallion Wealth Advisors's CVS Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its CVS Health (CVS) stake by 5.5% in Q2 2026, selling an estimated $12.7K and leaving 2,424 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #210.

Medallion Wealth Advisors first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,070 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Medallion Wealth Advisors held 2,424 shares of CVS Health worth $251K as of Q2 2026.
  • Medallion Wealth Advisors sold 142 CVS Health shares in Q2 2026, an estimated $12.7K.
  • CVS Health made up 0.08% of Medallion Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • Medallion Wealth Advisors first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,070 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.