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N.E.W. Advisory Services’s CVS Health CVS Stock Holding History

N.E.W. Advisory Services’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 		$7.76K Buy
75
+30
+67% +$2.68K ﹤0.01% 679
2026
Q1 		$3.23K Hold
45
– – ﹤0.01% 782
2025
Q4 		$3.57K Hold
45
– – ﹤0.01% 742
2025
Q3 		$3.39K Sell
45
-36
-44% -$2.47K ﹤0.01% 700
2025
Q2 		$5.59K Sell
81
-8
-9% -$525 ﹤0.01% 636
2025
Q1 		$6.03K Buy
+89
New +$5.33K ﹤0.01% 687

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

N.E.W. Advisory Services's CVS Position: Q2 2026 in Review

N.E.W. Advisory Services increased its CVS Health (CVS) stake by 67% in Q2 2026, buying an estimated $2.68K and bringing the position to 75 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

N.E.W. Advisory Services first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. 1,469 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • N.E.W. Advisory Services held 75 shares of CVS Health worth $7.76K as of Q2 2026.
  • N.E.W. Advisory Services bought 30 CVS Health shares in Q2 2026, an estimated $2.68K.
  • CVS Health made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #679 holding.
  • N.E.W. Advisory Services first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • 1,469 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.