Prasad Wealth Partners’s CVS Health CVS Stock Holding History

Prasad Wealth 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	$741K	Buy	7,165 +126	+2%	+$11.2K	0.18%	73
2026 Q1	$506K	Buy	7,039 +40	+0.6%	+$3.08K	0.14%	79
2025 Q4	$555K	Buy	6,999 +36	+0.5%	+$2.84K	0.15%	71
2025 Q3	$525K	Sell	6,963 -4	-0.1%	-$274	0.15%	72
2025 Q2	$481K	Buy	6,967 +105	+2%	+$6.88K	0.14%	70
2025 Q1	$465K	Buy	6,862 +48	+0.7%	+$2.87K	0.15%	68
2024 Q4	$306K	Buy	+6,814	New	+$382K	0.1%	85

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

Prasad Wealth Partners's CVS Position: Q2 2026 in Review

Prasad Wealth Partners increased its CVS Health (CVS) stake by 1.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 7,165 shares worth $741K. The position accounts for 0.18% of the portfolio, ranked #73.

Prasad Wealth Partners first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Prasad Wealth Partners held 7,165 shares of CVS Health worth $741K as of Q2 2026.
Prasad Wealth Partners bought 126 CVS Health shares in Q2 2026, an estimated $11.2K.
CVS Health made up 0.18% of Prasad Wealth Partners's portfolio in Q2 2026, its #73 holding.
Prasad Wealth Partners first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.