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MPWM Advisory Solutions’s CVS Health CVS Stock Holding History

MPWM Advisory Solutions’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 		$82.9K Buy
801
+101
+14% +$9.02K 0.04% 166
2026
Q1 		$50.3K Hold
700
– – 0.03% 197
2025
Q4 		$55.6K Hold
700
– – 0.03% 168
2025
Q3 		$52.8K Buy
700
+200
+40% +$13.7K 0.03% 160
2025
Q2 		$34.5K Buy
500
+274
+121% +$18K 0.02% 191
2025
Q1 		$15.3K Sell
226
-165
-42% -$9.87K 0.01% 271
2024
Q4 		$17.5K Buy
+391
New +$21.9K 0.01% 262

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

MPWM Advisory Solutions's CVS Position: Q2 2026 in Review

MPWM Advisory Solutions increased its CVS Health (CVS) stake by 14% in Q2 2026, buying an estimated $9.02K and bringing the position to 801 shares worth $82.9K. The position accounts for 0.04% of the portfolio, ranked #166.

MPWM Advisory Solutions first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • MPWM Advisory Solutions held 801 shares of CVS Health worth $82.9K as of Q2 2026.
  • MPWM Advisory Solutions bought 101 CVS Health shares in Q2 2026, an estimated $9.02K.
  • CVS Health made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #166 holding.
  • MPWM Advisory Solutions first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.