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Physician Wealth Advisors’s CVS Health CVS Stock Holding History

Physician Wealth Advisors’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 		$84.7K Buy
819
+148
+22% +$13.2K 0.01% 339
2026
Q1 		$48.2K Sell
671
-57
-8% -$4.39K 0.01% 412
2025
Q4 		$57.8K Buy
728
+92
+14% +$7.25K 0.01% 358
2025
Q3 		$47.9K Buy
636
+362
+132% +$24.8K 0.01% 383
2025
Q2 		$18.9K Buy
274
+50
+22% +$3.28K ﹤0.01% 530
2025
Q1 		$15.2K Buy
224
+110
+96% +$6.58K ﹤0.01% 537
2024
Q4 		$5.12K Buy
+114
New +$6.39K ﹤0.01% 733

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Physician Wealth Advisors's CVS Position: Q2 2026 in Review

Physician Wealth Advisors increased its CVS Health (CVS) stake by 22% in Q2 2026, buying an estimated $13.2K and bringing the position to 819 shares worth $84.7K. The position accounts for 0.01% of the portfolio, ranked #339.

Physician Wealth Advisors first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Physician Wealth Advisors held 819 shares of CVS Health worth $84.7K as of Q2 2026.
  • Physician Wealth Advisors bought 148 CVS Health shares in Q2 2026, an estimated $13.2K.
  • CVS Health made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #339 holding.
  • Physician Wealth Advisors first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.