Retirement Wealth Solutions
CVS icon

Retirement Wealth Solutions’s CVS Health CVS Stock Holding History

Retirement Wealth Solutions’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
Q3 		$8.4K Buy
98
+53
+118% +$5.19K ﹤0.01% 288
2026
Q2 		$4.66K Buy
45
+22
+96% +$1.96K ﹤0.01% 353
2026
Q1 		$1.65K Buy
23
+16
+229% +$1.23K ﹤0.01% 545
2025
Q4 		$556 Buy
+7
New +$552 ﹤0.01% 664

Other funds holding CVS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Retirement Wealth Solutions's CVS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its CVS Health (CVS) stake by 118% in Q3 2026, buying an estimated $5.19K and bringing the position to 98 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Retirement Wealth Solutions first reported a position in CVS in Q4 2025 and has held it in 4 quarters since. 1,324 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Retirement Wealth Solutions held 98 shares of CVS Health worth $8.4K as of Q3 2026.
  • Retirement Wealth Solutions bought 53 CVS Health shares in Q3 2026, an estimated $5.19K.
  • CVS Health made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #288 holding.
  • Retirement Wealth Solutions first reported a position in CVS Health in Q4 2025 and has held it in 4 quarters since.
  • 1,324 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.