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Mosaic Family Wealth Partners’s CVS Health CVS Stock Holding History

Mosaic Family 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 		$1.76M Buy
16,998
+13,026
+328% +$1.16M 0.12% 138
2026
Q1 		$285K Buy
+3,972
New +$306K 0.03% 235

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

Mosaic Family Wealth Partners's CVS Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its CVS Health (CVS) stake by 328% in Q2 2026, buying an estimated $1.16M and bringing the position to 16,998 shares worth $1.76M. The position accounts for 0.12% of the portfolio, ranked #138.

Mosaic Family Wealth Partners first reported a position in CVS in Q1 2026 and has held it in 2 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Mosaic Family Wealth Partners held 16,998 shares of CVS Health worth $1.76M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 13,026 CVS Health shares in Q2 2026, an estimated $1.16M.
  • CVS Health made up 0.12% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Mosaic Family Wealth Partners first reported a position in CVS Health in Q1 2026 and has held it in 2 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.