MAS
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPWM Advisory Solutions's CVS Position: Q1 2026 in Review

MPWM Advisory Solutions held its CVS Health (CVS) position steady in Q1 2026 at 700 shares worth $50.3K. The position accounts for 0.03% of the portfolio, ranked #197.

MPWM Advisory Solutions first reported a position in CVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.6K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • MPWM Advisory Solutions held 700 shares of CVS Health worth $50.3K as of Q1 2026.
  • MPWM Advisory Solutions left its CVS Health share count unchanged in Q1 2026.
  • CVS Health made up 0.03% of MPWM Advisory Solutions's portfolio in Q1 2026, its #197 holding.
  • MPWM Advisory Solutions first reported a position in CVS Health in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's CVS Health position peaked at $55.6K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.