Premier Path Wealth Partners’s CVS Health CVS Stock Holding History

Premier Path 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	$2.11M	Sell	20,349 -1,713	-8%	-$153K	0.24%	95
2026 Q1	$1.58M	Sell	22,062 -1,637	-7%	-$126K	0.21%	108
2025 Q4	$1.88M	Sell	23,699 -2,506	-10%	-$198K	0.24%	89
2025 Q3	$1.98M	Sell	26,205 -3,637	-12%	-$249K	0.25%	85
2025 Q2	$2.06M	Buy	29,842 +655	+2%	+$43K	0.29%	80
2025 Q1	$1.98M	Buy	29,187 +4,025	+16%	+$241K	0.31%	78
2024 Q4	$1.13M	Sell	25,162 -969	-4%	-$54.4K	0.17%	143
2024 Q3	$1.64M	Buy	26,131 +4,180	+19%	+$244K	0.26%	93
2024 Q2	$1.3M	Sell	21,951 -756	-3%	-$47.3K	0.22%	111
2024 Q1	$1.81M	Buy	22,707 +3,028	+15%	+$231K	0.34%	76
2023 Q4	$1.57M	Buy	+19,679	New	+$1.4M	0.35%	63

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

Premier Path Wealth Partners's CVS Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its CVS Health (CVS) stake by 7.8% in Q2 2026, selling an estimated $153K and leaving 20,349 shares worth $2.11M. The position accounts for 0.24% of the portfolio, ranked #95.

Premier Path Wealth Partners first reported a position in CVS in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Premier Path Wealth Partners held 20,349 shares of CVS Health worth $2.11M as of Q2 2026.
Premier Path Wealth Partners sold 1,713 CVS Health shares in Q2 2026, an estimated $153K.
CVS Health made up 0.24% of Premier Path Wealth Partners's portfolio in Q2 2026, its #95 holding.
Premier Path Wealth Partners first reported a position in CVS Health in Q4 2023 and has held it in 11 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.