SWP
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Sagespring Wealth Partners’s CVS Health CVS Stock Holding History

Sagespring Wealth Partners’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 		$1.86M Buy
17,974
+2,258
+14% +$202K 0.03% 228
2026
Q1 		$1.13M Buy
15,716
+198
+1% +$15.3K 0.02% 295
2025
Q4 		$1.23M Buy
15,518
+679
+5% +$53.5K 0.02% 270
2025
Q3 		$1.12M Buy
14,839
+104
+0.7% +$7.13K 0.02% 285
2025
Q2 		$1.02M Buy
14,735
+1,994
+16% +$131K 0.02% 280
2025
Q1 		$863K Buy
12,741
+5,980
+88% +$358K 0.02% 268
2024
Q4 		$303K Buy
+6,761
New +$379K 0.01% 476

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

Sagespring Wealth Partners's CVS Position: Q2 2026 in Review

Sagespring Wealth Partners increased its CVS Health (CVS) stake by 14% in Q2 2026, buying an estimated $202K and bringing the position to 17,974 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #228.

Sagespring Wealth Partners first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,069 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Sagespring Wealth Partners held 17,974 shares of CVS Health worth $1.86M as of Q2 2026.
  • Sagespring Wealth Partners bought 2,258 CVS Health shares in Q2 2026, an estimated $202K.
  • CVS Health made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Sagespring Wealth Partners first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,069 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.