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 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 $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

Savvy Advisors Inc's CVS Position: Q1 2026 in Review

Savvy Advisors Inc increased its CVS Health (CVS) stake by 32% in Q1 2026, buying an estimated $245K and bringing the position to 13,030 shares worth $936K. The position accounts for 0.03% of the portfolio, ranked #452.

Savvy Advisors Inc first reported a position in CVS in Q1 2024 and has held it in 6 quarters since. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Savvy Advisors Inc held 13,030 shares of CVS Health worth $936K as of Q1 2026.
Savvy Advisors Inc bought 3,181 CVS Health shares in Q1 2026, an estimated $245K.
CVS Health made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #452 holding.
Savvy Advisors Inc first reported a position in CVS Health in Q1 2024 and has held it in 6 quarters since.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.