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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's CVS Position: Q1 2026 in Review

SHP Wealth Management increased its CVS Health (CVS) stake by 6.9% in Q1 2026, buying an estimated $9.47K and bringing the position to 1,893 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #333.

SHP Wealth Management first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. The position peaked at $140K in Q4 2025. 1,874 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • SHP Wealth Management held 1,893 shares of CVS Health worth $136K as of Q1 2026.
  • SHP Wealth Management bought 123 CVS Health shares in Q1 2026, an estimated $9.47K.
  • CVS Health made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #333 holding.
  • SHP Wealth Management first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's CVS Health position peaked at $140K in Q4 2025.
  • 1,874 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.