Prosperity Consulting Group’s CVS Health CVS Stock Holding History

Prosperity Consulting Group’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	$453K	Buy	+4,382	New	+$391K	0.02%	412
2025 Q2	–	Sell	-3,145	Closed	-$213K	–	458
2025 Q1	$213K	Buy	+3,145	New	+$188K	0.02%	435
2024 Q4	–	Sell	-3,193	Closed	-$201K	–	467
2024 Q3	$201K	Sell	3,193 -341	-10%	-$19.9K	0.02%	448
2024 Q2	$209K	Sell	3,534 -797	-18%	-$49.9K	0.03%	292
2024 Q1	$345K	Buy	4,331 +638	+17%	+$48.7K	0.04%	259
2023 Q4	$292K	Buy	3,693 +479	+15%	+$34.1K	0.1%	160
2023 Q3	$224K	Buy	+3,214	New	+$228K	0.1%	131
2022 Q1	–	Sell	-1,877	Closed	-$204K	–	96
2021 Q4	$204K	Buy	+1,877	New	+$173K	0.15%	94

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

Prosperity Consulting Group's CVS Position: Q2 2026 in Review

Prosperity Consulting Group opened a new position in CVS Health (CVS) in Q2 2026: 4,382 shares worth $453K. The stake represents 0.02% of the portfolio and ranks #412 among its holdings. This is a return to the name: Prosperity Consulting Group previously reported a position in CVS as recently as Q1 2025.

Prosperity Consulting Group first reported a position in CVS in Q4 2021 and has held it in 8 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Prosperity Consulting Group held 4,382 shares of CVS Health worth $453K as of Q2 2026.
CVS Health was a new Prosperity Consulting Group position in Q2 2026.
CVS Health made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #412 holding.
Prosperity Consulting Group first reported a position in CVS Health in Q4 2021 and has held it in 8 quarters since.
2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.