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Planning Strategies’s CVS Health CVS Stock Holding History

Planning 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 		$7.76K Buy
+75
New +$6.7K ﹤0.01% 362

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Planning Strategies's CVS Position: Q2 2026 in Review

Planning Strategies opened a new position in CVS Health (CVS) in Q2 2026: 75 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings.

1,975 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Planning Strategies held 75 shares of CVS Health worth $7.76K as of Q2 2026.
  • CVS Health was a new Planning Strategies position in Q2 2026.
  • CVS Health made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #362 holding.
  • 1,975 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.