Parr McKnight Wealth Management Group’s CVS Health CVS Stock Holding History

Parr McKnight Wealth Management Group’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	$250K	Buy	+2,417	New	+$216K	0.03%	212
2025 Q4	–	Sell	-4,810	Closed	-$363K	–	228
2025 Q3	$363K	Buy	4,810 +1	+0%	+$69	0.05%	194
2025 Q2	$332K	Sell	4,809 -9	-0.2%	-$590	0.05%	195
2025 Q1	$326K	Sell	4,818 -6	-0.1%	-$359	0.05%	194
2024 Q4	$217K	Buy	+4,824	New	+$271K	0.03%	223

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

Parr McKnight Wealth Management Group's CVS Position: Q2 2026 in Review

Parr McKnight Wealth Management Group opened a new position in CVS Health (CVS) in Q2 2026: 2,417 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: Parr McKnight Wealth Management Group previously reported a position in CVS as recently as Q3 2025.

Parr McKnight Wealth Management Group first reported a position in CVS in Q4 2024 and has held it in 5 quarters since. The position peaked at $363K in Q3 2025. 2,062 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Parr McKnight Wealth Management Group held 2,417 shares of CVS Health worth $250K as of Q2 2026.
CVS Health was a new Parr McKnight Wealth Management Group position in Q2 2026.
CVS Health made up 0.03% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #212 holding.
Parr McKnight Wealth Management Group first reported a position in CVS Health in Q4 2024 and has held it in 5 quarters since.
Parr McKnight Wealth Management Group's CVS Health position peaked at $363K in Q3 2025.
2,062 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.