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Moss Adams Wealth Advisors’s CVS Health CVS Stock Holding History

Moss Adams 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 		$392K Buy
3,792
+542
+17% +$48.4K 0.02% 181
2026
Q1 		$233K Buy
3,250
+234
+8% +$18K 0.02% 246
2025
Q4 		$239K Buy
3,016
+135
+5% +$10.6K 0.02% 227
2025
Q3 		$217K Buy
+2,881
New +$197K 0.02% 238

Other funds holding CVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Moss Adams Wealth Advisors's CVS Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its CVS Health (CVS) stake by 17% in Q2 2026, buying an estimated $48.4K and bringing the position to 3,792 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #181.

Moss Adams Wealth Advisors first reported a position in CVS in Q3 2025 and has held it in 4 quarters since. 997 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Moss Adams Wealth Advisors held 3,792 shares of CVS Health worth $392K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 542 CVS Health shares in Q2 2026, an estimated $48.4K.
  • CVS Health made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Moss Adams Wealth Advisors first reported a position in CVS Health in Q3 2025 and has held it in 4 quarters since.
  • 997 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.