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Principia Wealth Advisory’s CVS Health CVS Stock Holding History

Principia Wealth Advisory’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 		$10.4K Buy
101
+28
+38% +$2.5K 0.01% 247
2026
Q1 		$5.24K Buy
73
+3
+4% +$231 ﹤0.01% 297
2025
Q4 		$5.55K Buy
70
+11
+19% +$867 ﹤0.01% 256
2025
Q3 		$4.45K Buy
59
+1
+2% +$69 ﹤0.01% 286
2025
Q2 		$4K Buy
58
+15
+35% +$984 ﹤0.01% 267
2025
Q1 		$3.02K Buy
43
+29
+207% +$1.74K ﹤0.01% 238
2024
Q4 		$628 Buy
+14
New +$785 ﹤0.01% 482

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Principia Wealth Advisory's CVS Position: Q2 2026 in Review

Principia Wealth Advisory increased its CVS Health (CVS) stake by 38% in Q2 2026, buying an estimated $2.5K and bringing the position to 101 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #247.

Principia Wealth Advisory first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,064 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Principia Wealth Advisory held 101 shares of CVS Health worth $10.4K as of Q2 2026.
  • Principia Wealth Advisory bought 28 CVS Health shares in Q2 2026, an estimated $2.5K.
  • CVS Health made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #247 holding.
  • Principia Wealth Advisory first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,064 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.