SWA
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SOA Wealth Advisors’s CVS Health CVS Stock Holding History

SOA Wealth Advisors’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 		$35.9K Buy
5,213
+4,913
+1,638% +$439K 0.01% 440
2026
Q1 		$21.5K Hold
300
– – ﹤0.01% 494
2025
Q4 		$23.8K Sell
300
-186
-38% -$14.7K ﹤0.01% 481
2025
Q3 		$36.7K Buy
486
+131
+37% +$8.98K 0.01% 423
2025
Q2 		$24.5K Sell
355
-303
-46% -$19.9K ﹤0.01% 468
2025
Q1 		$44.6K Sell
658
-1,040
-61% -$62.2K 0.01% 358
2024
Q4 		$76.2K Buy
1,698
+10
+0.6% +$561 0.01% 280
2024
Q3 		$106K Sell
1,688
-886
-34% -$51.7K 0.02% 246
2024
Q2 		$152K Buy
2,574
+13
+0.5% +$813 0.03% 206
2024
Q1 		$204K Sell
2,561
-298
-10% -$22.8K 0.04% 182
2023
Q4 		$226K Buy
2,859
+133
+5% +$9.47K 0.05% 161
2023
Q3 		$190K Buy
2,726
+843
+45% +$59.7K 0.05% 166
2023
Q2 		$130K Buy
1,883
+9
+0.5% +$640 0.03% 206
2023
Q1 		$139K Sell
1,874
-828
-31% -$69.4K 0.03% 193
2022
Q4 		$252K Buy
2,702
+6
+0.2% +$579 0.07% 133
2022
Q3 		$257K Sell
2,696
-2
-0.1% -$198 0.08% 126
2022
Q2 		$250K Sell
2,698
-12
-0.4% -$1.17K 0.07% 126
2022
Q1 		$274K Buy
2,710
+840
+45% +$88.2K 0.07% 135
2021
Q4 		$193K Sell
1,870
-829
-31% -$76.6K 0.05% 159
2021
Q3 		$229K Buy
2,699
+5
+0.2% +$419 0.06% 143
2021
Q2 		$224K Buy
2,694
+865
+47% +$70.8K 0.06% 146
2021
Q1 		$137K Buy
1,829
+2
+0.1% +$146 0.04% 165
2020
Q4 		$134K Buy
+1,827
New +$119K 0.04% 169

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

SOA Wealth Advisors's CVS Position: Q2 2026 in Review

SOA Wealth Advisors increased its CVS Health (CVS) stake by 1,638% in Q2 2026, buying an estimated $439K and bringing the position to 5,213 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #440.

SOA Wealth Advisors first reported a position in CVS in Q4 2020 and has held it in 23 quarters since. The position peaked at $274K in Q1 2022. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • SOA Wealth Advisors held 5,213 shares of CVS Health worth $35.9K as of Q2 2026.
  • SOA Wealth Advisors bought 4,913 CVS Health shares in Q2 2026, an estimated $439K.
  • CVS Health made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #440 holding.
  • SOA Wealth Advisors first reported a position in CVS Health in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's CVS Health position peaked at $274K in Q1 2022.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.