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
Q2 		$3.94M Buy
38,054
+31,938
+522% +$2.85M 0.13% 167
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 $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 $3.37T AUM 44.26% 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

Simplicity Wealth's CVS Position: Q2 2026 in Review

Simplicity Wealth increased its CVS Health (CVS) stake by 522% in Q2 2026, buying an estimated $2.85M and bringing the position to 38,054 shares worth $3.94M. The position accounts for 0.13% of the portfolio, ranked #167.

Simplicity Wealth first reported a position in CVS in Q1 2024 and has held it in 7 quarters since. 2,066 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Simplicity Wealth held 38,054 shares of CVS Health worth $3.94M as of Q2 2026.
  • Simplicity Wealth bought 31,938 CVS Health shares in Q2 2026, an estimated $2.85M.
  • CVS Health made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #167 holding.
  • Simplicity Wealth first reported a position in CVS Health in Q1 2024 and has held it in 7 quarters since.
  • 2,066 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.