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Nvest Wealth Strategies’s CVS Health CVS Stock Holding History

Nvest Wealth Strategies’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 		$7.24K Hold
70
– – ﹤0.01% 133
2026
Q1 		$5.03K Hold
70
– – ﹤0.01% 149
2025
Q4 		$5.56K Buy
+70
New +$5.52K ﹤0.01% 145

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's CVS Position: Q2 2026 in Review

Nvest Wealth Strategies held its CVS Health (CVS) position steady in Q2 2026 at 70 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Nvest Wealth Strategies first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 1,271 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Nvest Wealth Strategies held 70 shares of CVS Health worth $7.24K as of Q2 2026.
  • Nvest Wealth Strategies left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #133 holding.
  • Nvest Wealth Strategies first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 1,271 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.