PWM
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Proathlete Wealth Management’s CVS Health CVS Stock Holding History

Proathlete Wealth Management’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 		$186K Buy
1,798
+14
+0.8% +$1.25K 0.05% 76
2026
Q1 		$128K Buy
1,784
+16
+0.9% +$1.23K 0.04% 82
2025
Q4 		$140K Buy
1,768
+15
+0.9% +$1.18K 0.04% 81
2025
Q3 		$132K Buy
1,753
+18
+1% +$1.23K 0.04% 81
2025
Q2 		$120K Buy
1,735
+16
+0.9% +$1.05K 0.04% 81
2025
Q1 		$116K Buy
+1,719
New +$103K 0.04% 81

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

Proathlete Wealth Management's CVS Position: Q2 2026 in Review

Proathlete Wealth Management increased its CVS Health (CVS) stake by 0.78% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,798 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #76.

Proathlete Wealth Management first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Proathlete Wealth Management held 1,798 shares of CVS Health worth $186K as of Q2 2026.
  • Proathlete Wealth Management bought 14 CVS Health shares in Q2 2026, an estimated $1.25K.
  • CVS Health made up 0.05% of Proathlete Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Proathlete Wealth Management first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.