Silvia McColl Wealth Management’s CVS Health CVS Stock Holding History

Silvia McColl 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	$238K	Buy	+2,300	New	+$205K	0.14%	109
2024 Q1	–	Sell	-2,542	Closed	-$201K	–	110
2023 Q4	$201K	Buy	+2,542	New	+$181K	0.18%	100
2023 Q3	–	Sell	-2,929	Closed	-$202K	–	102
2023 Q2	$202K	Hold	2,929	–	–	0.19%	102
2023 Q1	$218K	Hold	2,929	–	–	0.22%	94
2022 Q4	$273K	Buy	+2,929	New	+$283K	0.27%	84

Other funds holding CVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Silvia McColl Wealth Management's CVS Position: Q2 2026 in Review

Silvia McColl Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,300 shares worth $238K. The stake represents 0.14% of the portfolio and ranks #109 among its holdings. This is a return to the name: Silvia McColl Wealth Management previously reported a position in CVS as recently as Q4 2023.

Silvia McColl Wealth Management first reported a position in CVS in Q4 2022 and has held it in 5 quarters since. The position peaked at $273K in Q4 2022. 399 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Silvia McColl Wealth Management held 2,300 shares of CVS Health worth $238K as of Q2 2026.
CVS Health was a new Silvia McColl Wealth Management position in Q2 2026.
CVS Health made up 0.14% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #109 holding.
Silvia McColl Wealth Management first reported a position in CVS Health in Q4 2022 and has held it in 5 quarters since.
Silvia McColl Wealth Management's CVS Health position peaked at $273K in Q4 2022.
399 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.