Savvy Advisors Inc’s CVS Health CVS Stock Holding History

Savvy Advisors Inc’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	$1.56M	Buy	15,081 +2,051	+16%	+$183K	0.03%	389
2026 Q1	$936K	Buy	13,030 +3,181	+32%	+$245K	0.03%	452
2025 Q4	$782K	Buy	9,849 +2,025	+26%	+$160K	0.03%	427
2025 Q3	$590K	Buy	7,824 +2,331	+42%	+$160K	0.03%	390
2025 Q2	$379K	Buy	5,493 +2,001	+57%	+$131K	0.03%	428
2025 Q1	$237K	Buy	+3,492	New	+$209K	0.02%	445
2024 Q2	–	Sell	-3,486	Closed	-$278K	–	303
2024 Q1	$278K	Buy	+3,486	New	+$266K	0.16%	171

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Savvy Advisors Inc's CVS Position: Q2 2026 in Review

Savvy Advisors Inc increased its CVS Health (CVS) stake by 16% in Q2 2026, buying an estimated $183K and bringing the position to 15,081 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #389.

Savvy Advisors Inc first reported a position in CVS in Q1 2024 and has held it in 7 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Savvy Advisors Inc held 15,081 shares of CVS Health worth $1.56M as of Q2 2026.
Savvy Advisors Inc bought 2,051 CVS Health shares in Q2 2026, an estimated $183K.
CVS Health made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #389 holding.
Savvy Advisors Inc first reported a position in CVS Health in Q1 2024 and has held it in 7 quarters since.
2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.