SWM
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SHP Wealth Management’s CVS Health CVS Stock Holding History

SHP Wealth Management’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 		$223K Buy
2,157
+264
+14% +$23.6K 0.02% 283
2026
Q1 		$136K Buy
1,893
+123
+7% +$9.47K 0.01% 333
2025
Q4 		$140K Buy
+1,770
New +$140K 0.01% 304

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 $3.38T AUM 44.17% 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

SHP Wealth Management's CVS Position: Q2 2026 in Review

SHP Wealth Management increased its CVS Health (CVS) stake by 14% in Q2 2026, buying an estimated $23.6K and bringing the position to 2,157 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #283.

SHP Wealth Management first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 2,073 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • SHP Wealth Management held 2,157 shares of CVS Health worth $223K as of Q2 2026.
  • SHP Wealth Management bought 264 CVS Health shares in Q2 2026, an estimated $23.6K.
  • CVS Health made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #283 holding.
  • SHP Wealth Management first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 2,073 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.