Meridian Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $793K | Buy |
11,042
+1,437
| +15% | +$111K | 0.03% | 400 |
|
|
2025
Q4 | $762K | Buy |
9,605
+190
| +2% | +$15K | 0.03% | 398 |
|
|
2025
Q3 | $710K | Sell |
9,415
-785
| -8% | -$53.8K | 0.03% | 401 |
|
|
2025
Q2 | $704K | Sell |
10,200
-715
| -7% | -$46.9K | 0.03% | 377 |
|
|
2025
Q1 | $739K | Sell |
10,915
-775
| -7% | -$46.4K | 0.04% | 342 |
|
|
2024
Q4 | $525K | Sell |
11,690
-3,285
| -22% | -$184K | 0.02% | 395 |
|
|
2024
Q3 | $942K | Buy |
+14,975
| New | +$874K | 0.05% | 291 |
|
|
2024
Q2 | – | Sell |
-22,710
| Closed | -$1.81M | – | 337 |
|
|
2024
Q1 | $1.81M | Sell |
22,710
-1,776
| -7% | -$136K | 0.3% | 57 |
|
|
2023
Q4 | $1.93M | Sell |
24,486
-20,394
| -45% | -$1.45M | 0.12% | 174 |
|
|
2023
Q3 | $3.13M | Buy |
44,880
+21,405
| +91% | +$1.52M | 0.19% | 104 |
|
|
2023
Q2 | $1.62M | Sell |
23,475
-469
| -2% | -$33.4K | 0.14% | 141 |
|
|
2023
Q1 | $1.78M | Sell |
23,944
-206
| -0.9% | -$17.3K | 0.16% | 137 |
|
|
2022
Q4 | $2.25M | Buy |
24,150
+22
| +0.1% | +$2.12K | 0.22% | 112 |
|
|
2022
Q3 | $2.3M | Sell |
24,128
-8,867
| -27% | -$878K | 0.25% | 98 |
|
|
2022
Q2 | $3.06M | Buy |
32,995
+18,204
| +123% | +$1.78M | 0.25% | 99 |
|
|
2022
Q1 | $1.5M | Sell |
14,791
-819
| -5% | -$86K | 0.16% | 112 |
|
|
2021
Q4 | $1.61M | Buy |
15,610
+662
| +4% | +$61.2K | 0.17% | 113 |
|
|
2021
Q3 | $1.27M | Buy |
14,948
+1,388
| +10% | +$116K | 0.16% | 127 |
|
|
2021
Q2 | $1.13M | Buy |
13,560
+5,443
| +67% | +$446K | 0.14% | 138 |
|
|
2021
Q1 | $611K | Buy |
8,117
+1,712
| +27% | +$125K | 0.09% | 185 |
|
|
2020
Q4 | $437K | Sell |
6,405
-14,702
| -70% | -$956K | 0.07% | 206 |
|
|
2020
Q3 | $1.23M | Buy |
21,107
+4,332
| +26% | +$270K | 0.3% | 71 |
|
|
2020
Q2 | $1.09M | Buy |
16,775
+1,700
| +11% | +$107K | 0.36% | 61 |
|
|
2020
Q1 | $894K | Buy |
15,075
+8,201
| +119% | +$547K | 0.4% | 53 |
|
|
2019
Q4 | $510K | Sell |
6,874
-98
| -1% | -$6.88K | 0.25% | 82 |
|
|
2019
Q3 | $440K | Sell |
6,972
-633
| -8% | -$37.5K | 0.21% | 98 |
|
|
2019
Q2 | $4.14K | Sell |
7,605
-4,730
| -38% | -$255K | 0.17% | 104 |
|
|
2019
Q1 | $665K | Buy |
12,335
+61
| +0.5% | +$3.77K | 0.3% | 66 |
|
|
2018
Q4 | $804K | Sell |
12,274
-46,716
| -79% | -$3.49M | 0.47% | 48 |
|
|
2018
Q3 | $4.64M | Buy |
58,990
+14,150
| +32% | +$1.01M | 2% | 14 |
|
|
2018
Q2 | $2.88M | Buy |
+44,840
| New | +$2.95M | 1.36% | 21 |
|
Other funds holding CVS
VCM
VPM
Meridian Wealth Management's CVS Position: Q1 2026 in Review
Meridian Wealth Management increased its CVS Health (CVS) stake by 15% in Q1 2026, buying an estimated $111K and bringing the position to 11,042 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #400.
Meridian Wealth Management first reported a position in CVS in Q2 2018 and has held it in 31 quarters since. The position peaked at $4.64M in Q3 2018. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.
- Meridian Wealth Management held 11,042 shares of CVS Health worth $793K as of Q1 2026.
- Meridian Wealth Management bought 1,437 CVS Health shares in Q1 2026, an estimated $111K.
- CVS Health made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #400 holding.
- Meridian Wealth Management first reported a position in CVS Health in Q2 2018 and has held it in 31 quarters since.
- Meridian Wealth Management's CVS Health position peaked at $4.64M in Q3 2018.
- 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.