Partners in Financial Planning’s CVS Health CVS Stock Holding History

Partners in Financial Planning’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	$423K	Hold	5,888	–	–	0.07%	82
2025 Q4	$467K	Hold	5,888	–	–	0.08%	76
2025 Q3	$444K	Hold	5,888	–	–	0.08%	78
2025 Q2	$406K	Sell	5,888 -18	-0.3%	-$1.18K	0.07%	80
2025 Q1	$400K	Buy	5,906 +1	+0%	+$60	0.08%	71
2024 Q4	$265K	Sell	5,905 -238	-4%	-$13.4K	0.05%	92
2024 Q3	$386K	Sell	6,143 -113	-2%	-$6.59K	0.08%	74
2024 Q2	$369K	Hold	6,256	–	–	0.08%	74
2024 Q1	$499K	Hold	6,256	–	–	0.11%	62
2023 Q4	$494K	Hold	6,256	–	–	0.12%	61
2023 Q3	$437K	Buy	6,256 +242	+4%	+$17.1K	0.11%	63
2023 Q2	$416K	Hold	6,014	–	–	0.11%	65
2023 Q1	$447K	Hold	6,014	–	–	0.12%	62
2022 Q4	$559K	Hold	6,014	–	–	0.15%	55
2022 Q3	$585K	Sell	6,014 -250	-4%	-$24.7K	0.17%	53
2022 Q2	$640K	Hold	6,264	–	–	0.2%	48
2022 Q1	$637K	Hold	6,264	–	–	0.2%	46
2021 Q4	$653K	Hold	6,264	–	–	0.2%	43
2021 Q3	$532K	Buy	6,264 +16	+0.3%	+$1.34K	0.17%	45
2021 Q2	$521K	Buy	+6,248	New	+$512K	0.16%	43

Other funds holding CVS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Partners in Financial Planning's CVS Position: Q1 2026 in Review

Partners in Financial Planning held its CVS Health (CVS) position steady in Q1 2026 at 5,888 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #82.

Partners in Financial Planning first reported a position in CVS in Q2 2021 and has held it in 20 quarters since. The position peaked at $653K in Q4 2021. 1,873 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Partners in Financial Planning held 5,888 shares of CVS Health worth $423K as of Q1 2026.
Partners in Financial Planning left its CVS Health share count unchanged in Q1 2026.
CVS Health made up 0.07% of Partners in Financial Planning's portfolio in Q1 2026, its #82 holding.
Partners in Financial Planning first reported a position in CVS Health in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's CVS Health position peaked at $653K in Q4 2021.
1,873 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.