RWM
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Raffa Wealth Management’s CVS Health CVS Stock Holding History

Raffa 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 		$19.4K Buy
188
+29
+18% +$2.59K ﹤0.01% 296
2026
Q1 		$11.4K Buy
159
+3
+2% +$231 ﹤0.01% 363
2025
Q4 		$12.4K Buy
156
+32
+26% +$2.52K ﹤0.01% 337
2025
Q3 		$9.35K Buy
124
+16
+15% +$1.1K ﹤0.01% 378
2025
Q2 		$7.45K Hold
108
– – ﹤0.01% 433
2025
Q1 		$7.32K Hold
108
– – ﹤0.01% 364
2024
Q4 		$4.85K Hold
108
– – ﹤0.01% 450
2024
Q3 		$6.79K Sell
108
-1,170
-92% -$68.3K ﹤0.01% 370
2024
Q2 		$75.5K Hold
1,278
– – 0.02% 167
2024
Q1 		$102K Buy
1,278
+1,157
+956% +$88.4K 0.03% 146
2023
Q4 		$9.55K Hold
121
– – ﹤0.01% 305
2023
Q3 		$8.45K Hold
121
– – ﹤0.01% 298
2023
Q2 		$8.37K Hold
121
– – ﹤0.01% 310
2023
Q1 		$8.99K Hold
121
– – ﹤0.01% 312
2022
Q4 		$11.3K Sell
121
-5
-4% -$482 ﹤0.01% 267
2022
Q3 		$12K Sell
126
-128
-50% -$12.7K 0.01% 253
2022
Q2 		$23.5K Hold
254
– – 0.01% 192
2022
Q1 		$25.7K Hold
254
– – 0.01% 185
2021
Q4 		$26.2K Buy
254
+40
+19% +$3.7K 0.01% 193
2021
Q3 		$18.2K Hold
214
– – 0.01% 200
2021
Q2 		$17.9K Sell
214
-1,000
-82% -$81.9K 0.01% 203
2021
Q1 		$91.3K Buy
1,214
+22
+2% +$1.6K 0.03% 101
2020
Q4 		$81.4K Buy
1,192
+21
+2% +$1.37K 0.03% 98
2020
Q3 		$68.4K Sell
1,171
-85
-7% -$5.29K 0.03% 101
2020
Q2 		$81.6K Buy
1,256
+9
+0.7% +$567 0.03% 89
2020
Q1 		$74K Sell
1,247
-1,428
-53% -$95.3K 0.03% 86
2019
Q4 		$199K Hold
2,675
– – 0.07% 76
2019
Q3 		$169K Buy
+2,675
New +$159K 0.06% 79
2019
Q2 		– Sell
-2,699
Closed -$146K – 888
2019
Q1 		$146K Buy
2,699
+2,500
+1,256% +$154K 0.06% 68
2018
Q4 		$13K Sell
199
-153
-43% -$11.4K 0.01% 193
2018
Q3 		$27.7K Buy
352
+79
+29% +$5.65K 0.01% 166
2018
Q2 		$17.6K Buy
273
+30
+12% +$1.98K 0.01% 178
2018
Q1 		$15.1K Buy
243
+78
+47% +$5.6K 0.01% 183
2017
Q4 		$12K Hold
165
– – ﹤0.01% 184
2017
Q3 		$13.4K Hold
165
– – 0.01% 187
2017
Q2 		$13.3K Hold
165
– – 0.01% 185
2017
Q1 		$13K Sell
165
-32
-16% -$2.56K 0.01% 162
2016
Q4 		$15.5K Buy
197
+5
+3% +$405 0.01% 156
2016
Q3 		$17.1K Hold
192
– – 0.01% 148
2016
Q2 		$18.4K Hold
192
– – 0.01% 139
2016
Q1 		$19.9K Buy
192
+165
+611% +$16K 0.01% 141
2015
Q4 		$2.64K Hold
27
– – ﹤0.01% 246
2015
Q3 		$2.6K Hold
27
– – ﹤0.01% 257
2015
Q2 		$2.83K Hold
27
– – ﹤0.01% 245
2015
Q1 		$2.79K Hold
27
– – ﹤0.01% 234
2014
Q4 		$2.6K Hold
27
– – ﹤0.01% 233
2014
Q3 		$2.15K Buy
+27
New +$2.13K ﹤0.01% 248
2014
Q1 		– Sell
-27
Closed -$2.6K – 391
2013
Q4 		$2.6K Buy
+27
New +$1.74K ﹤0.01% 233

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Raffa Wealth Management increased its CVS Health (CVS) stake by 18% in Q2 2026, buying an estimated $2.59K and bringing the position to 188 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Raffa Wealth Management first reported a position in CVS in Q4 2013 and has held it in 48 quarters since. The position peaked at $199K in Q4 2019. 1,975 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Raffa Wealth Management held 188 shares of CVS Health worth $19.4K as of Q2 2026.
  • Raffa Wealth Management bought 29 CVS Health shares in Q2 2026, an estimated $2.59K.
  • CVS Health made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Raffa Wealth Management first reported a position in CVS Health in Q4 2013 and has held it in 48 quarters since.
  • Raffa Wealth Management's CVS Health position peaked at $199K in Q4 2019.
  • 1,975 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.