Pacific Sage Partners’s CVS Health CVS Stock Holding History

Pacific Sage Partners’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	$202K	Buy	+1,951	New	+$174K	0.03%	125
2024 Q2	–	Sell	-2,813	Closed	-$224K	–	103
2024 Q1	$224K	Hold	2,813	–	–	0.06%	86
2023 Q4	$222K	Buy	+2,813	New	+$200K	0.06%	80
2023 Q2	–	Sell	-2,813	Closed	-$209K	–	92
2023 Q1	$209K	Sell	2,813 -257	-8%	-$21.6K	0.07%	78
2022 Q4	$286K	Buy	+3,070	New	+$296K	0.1%	62

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pacific Sage Partners's CVS Position: Q2 2026 in Review

Pacific Sage Partners opened a new position in CVS Health (CVS) in Q2 2026: 1,951 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings. This is a return to the name: Pacific Sage Partners previously reported a position in CVS as recently as Q1 2024.

Pacific Sage Partners first reported a position in CVS in Q4 2022 and has held it in 5 quarters since. The position peaked at $286K in Q4 2022. 2,064 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Pacific Sage Partners held 1,951 shares of CVS Health worth $202K as of Q2 2026.
CVS Health was a new Pacific Sage Partners position in Q2 2026.
CVS Health made up 0.03% of Pacific Sage Partners's portfolio in Q2 2026, its #125 holding.
Pacific Sage Partners first reported a position in CVS Health in Q4 2022 and has held it in 5 quarters since.
Pacific Sage Partners's CVS Health position peaked at $286K in Q4 2022.
2,064 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.