SW
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Simplicity Wealth’s CVS Health CVS Stock Holding History

Simplicity Wealth’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 		$439K Buy
6,116
+706
+13% +$54.4K 0.02% 484
2025
Q4 		$429K Buy
5,410
+716
+15% +$56.4K 0.03% 470
2025
Q3 		$354K Sell
4,694
-3,702
-44% -$254K 0.02% 522
2025
Q2 		$579K Buy
+8,396
New +$551K 0.02% 422
2024
Q3 		– Sell
-25,342
Closed -$1.5M – 652
2024
Q2 		$1.5M Sell
25,342
-6,089
-19% -$381K 0.03% 419
2024
Q1 		$2.51M Buy
+31,431
New +$2.4M 0.06% 306

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Simplicity Wealth's CVS Position: Q1 2026 in Review

Simplicity Wealth increased its CVS Health (CVS) stake by 13% in Q1 2026, buying an estimated $54.4K and bringing the position to 6,116 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #484.

Simplicity Wealth first reported a position in CVS in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.51M in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Simplicity Wealth held 6,116 shares of CVS Health worth $439K as of Q1 2026.
  • Simplicity Wealth bought 706 CVS Health shares in Q1 2026, an estimated $54.4K.
  • CVS Health made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #484 holding.
  • Simplicity Wealth first reported a position in CVS Health in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's CVS Health position peaked at $2.51M in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.