TrueNorth Wealth & Impact, LLC’s CVS Health CVS Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$220K	Buy	+2,570	New	+$252K	0.08%	163

Other funds holding CVS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's CVS Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in CVS Health (CVS) in Q3 2026: 2,570 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #163 among its holdings.

1,724 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 2,570 shares of CVS Health worth $220K as of Q3 2026.
CVS Health was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
CVS Health made up 0.08% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #163 holding.
1,724 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.