MWM
CVS icon

Mission Wealth Management’s CVS Health CVS Stock Holding History

Mission 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 		$760K Buy
7,342
+1,934
+36% +$173K 0.01% 557
2026
Q1 		$388K Sell
5,408
-35
-0.6% -$2.7K 0.01% 551
2025
Q4 		$432K Buy
5,443
+1,484
+37% +$117K 0.01% 522
2025
Q3 		$298K Sell
3,959
-6
-0.2% -$411 0.01% 599
2025
Q2 		$274K Buy
3,965
+143
+4% +$9.38K 0.01% 597
2025
Q1 		$259K Buy
+3,822
New +$229K 0.01% 582
2024
Q4 		– Sell
-5,491
Closed -$345K – 678
2024
Q3 		$345K Sell
5,491
-2,978
-35% -$174K 0.01% 521
2024
Q2 		$500K Sell
8,469
-2,852
-25% -$178K 0.01% 408
2024
Q1 		$903K Buy
11,321
+4,696
+71% +$359K 0.02% 312
2023
Q4 		$523K Buy
6,625
+1,544
+30% +$110K 0.02% 362
2023
Q3 		$355K Buy
5,081
+210
+4% +$14.9K 0.01% 415
2023
Q2 		$337K Sell
4,871
-595
-11% -$42.3K 0.01% 426
2023
Q1 		$406K Sell
5,466
-419
-7% -$35.1K 0.02% 382
2022
Q4 		$548K Sell
5,885
-155
-3% -$15K 0.03% 297
2022
Q3 		$576K Buy
6,040
+658
+12% +$65.1K 0.03% 273
2022
Q2 		$499K Buy
5,382
+1,278
+31% +$125K 0.03% 296
2022
Q1 		$416K Buy
4,104
+204
+5% +$21.4K 0.02% 350
2021
Q4 		$402K Buy
3,900
+875
+29% +$80.9K 0.02% 369
2021
Q3 		$257K Buy
3,025
+79
+3% +$6.62K 0.01% 450
2021
Q2 		$246K Buy
+2,946
New +$241K 0.01% 433
2021
Q1 		– Sell
-3,520
Closed -$240K – 447
2020
Q4 		$240K Buy
+3,520
New +$229K 0.02% 372
2020
Q3 		– Sell
-3,567
Closed -$232K – 364
2020
Q2 		$232K Sell
3,567
-817
-19% -$51.4K 0.02% 294
2020
Q1 		$260K Buy
4,384
+314
+8% +$21K 0.03% 238
2019
Q4 		$302K Sell
4,070
-339
-8% -$23.8K 0.03% 253
2019
Q3 		$278K Sell
4,409
-58
-1% -$3.44K 0.03% 247
2019
Q2 		$243K Buy
4,467
+59
+1% +$3.18K 0.03% 266
2019
Q1 		$238K Buy
+4,408
New +$272K 0.03% 273
2018
Q1 		– Sell
-3,445
Closed -$250K – 241
2017
Q4 		$250K Buy
3,445
+759
+28% +$55.2K 0.04% 176
2017
Q3 		$218K Sell
2,686
-577
-18% -$45.6K 0.04% 176
2017
Q2 		$263K Buy
3,263
+35
+1% +$2.76K 0.05% 146
2017
Q1 		$253K Sell
3,228
-673
-17% -$53.7K 0.05% 149
2016
Q4 		$308K Buy
3,901
+435
+13% +$35.2K 0.06% 129
2016
Q3 		$308K Hold
3,466
– – 0.07% 117
2016
Q2 		$332K Sell
3,466
-323
-9% -$32.2K 0.09% 105
2016
Q1 		$393K Buy
3,789
+102
+3% +$9.92K 0.11% 95
2015
Q4 		$360K Buy
3,687
+25
+0.7% +$2.45K 0.1% 89
2015
Q3 		$353K Buy
3,662
+74
+2% +$7.78K 0.11% 86
2015
Q2 		$370K Buy
+3,588
New +$367K 0.13% 84

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Mission Wealth Management increased its CVS Health (CVS) stake by 36% in Q2 2026, buying an estimated $173K and bringing the position to 7,342 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #557.

Mission Wealth Management first reported a position in CVS in Q2 2015 and has held it in 38 quarters since. The position peaked at $903K in Q1 2024. 505 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Mission Wealth Management held 7,342 shares of CVS Health worth $760K as of Q2 2026.
  • Mission Wealth Management bought 1,934 CVS Health shares in Q2 2026, an estimated $173K.
  • CVS Health made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Mission Wealth Management first reported a position in CVS Health in Q2 2015 and has held it in 38 quarters since.
  • Mission Wealth Management's CVS Health position peaked at $903K in Q1 2024.
  • 505 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.