MQWP
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Morey & Quinn Wealth Partners’s CVS Health CVS Stock Holding History

Morey & Quinn Wealth Partners’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 		$951K Sell
9,192
-1,149
-11% -$103K 0.61% 44
2026
Q1 		$743K Buy
10,341
+1
+0% +$77 0.53% 47
2025
Q4 		$821K Sell
10,340
-221
-2% -$17.4K 0.59% 42
2025
Q3 		$796K Sell
10,561
-455
-4% -$31.2K 0.59% 41
2025
Q2 		$760K Sell
11,016
-6,250
-36% -$410K 0.61% 40
2025
Q1 		$1.17M Sell
17,266
-273
-2% -$16.3K 0.97% 26
2024
Q4 		$787K Buy
+17,539
New +$984K 0.67% 33

Other funds holding CVS

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morey & Quinn Wealth Partners's CVS Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its CVS Health (CVS) stake by 11% in Q2 2026, selling an estimated $103K and leaving 9,192 shares worth $951K. The position accounts for 0.61% of the portfolio, ranked #44.

Morey & Quinn Wealth Partners first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2025. 782 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Morey & Quinn Wealth Partners held 9,192 shares of CVS Health worth $951K as of Q2 2026.
  • Morey & Quinn Wealth Partners sold 1,149 CVS Health shares in Q2 2026, an estimated $103K.
  • CVS Health made up 0.61% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Morey & Quinn Wealth Partners first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's CVS Health position peaked at $1.17M in Q1 2025.
  • 782 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.