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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sagespring Wealth Partners's CVS Position: Q1 2026 in Review

Sagespring Wealth Partners increased its CVS Health (CVS) stake by 1.3% in Q1 2026, buying an estimated $15.3K and bringing the position to 15,716 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #295.

Sagespring Wealth Partners first reported a position in CVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Sagespring Wealth Partners held 15,716 shares of CVS Health worth $1.13M as of Q1 2026.
Sagespring Wealth Partners bought 198 CVS Health shares in Q1 2026, an estimated $15.3K.
CVS Health made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #295 holding.
Sagespring Wealth Partners first reported a position in CVS Health in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's CVS Health position peaked at $1.23M in Q4 2025.
1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.