SVWAG
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Sound View Wealth Advisors Group’s CVS Health CVS Stock Holding History

Sound View Wealth Advisors Group’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 		$372K Buy
3,595
+430
+14% +$38.4K 0.02% 324
2026
Q1 		$227K Sell
3,165
-87
-3% -$6.7K 0.02% 390
2025
Q4 		$258K Buy
3,252
+84
+3% +$6.62K 0.02% 367
2025
Q3 		$239K Sell
3,168
-255
-7% -$17.5K 0.02% 391
2025
Q2 		$236K Sell
3,423
-803
-19% -$52.7K 0.02% 380
2025
Q1 		$286K Buy
+4,226
New +$253K 0.02% 343
2024
Q4 		– Sell
-4,952
Closed -$311K – 417
2024
Q3 		$311K Buy
4,952
+473
+11% +$27.6K 0.03% 329
2024
Q2 		$265K Buy
4,479
+914
+26% +$57.2K 0.03% 322
2024
Q1 		$284K Sell
3,565
-54
-1% -$4.13K 0.03% 311
2023
Q4 		$286K Sell
3,619
-409
-10% -$29.1K 0.03% 317
2023
Q3 		$281K Sell
4,028
-431
-10% -$30.5K 0.04% 299
2023
Q2 		$308K Sell
4,459
-970
-18% -$69K 0.04% 282
2023
Q1 		$403K Buy
5,429
+1,810
+50% +$152K 0.06% 246
2022
Q4 		$286K Buy
3,619
+335
+10% +$32.3K 0.03% 317
2022
Q3 		$313K Sell
3,284
-600
-15% -$59.4K 0.07% 205
2022
Q2 		$360K Sell
3,884
-8
-0.2% -$781 0.08% 198
2022
Q1 		$394K Sell
3,892
-31
-0.8% -$3.26K 0.07% 201
2021
Q4 		$405K Buy
3,923
+43
+1% +$3.97K 0.08% 196
2021
Q3 		$329K Buy
3,880
+13
+0.3% +$1.09K 0.07% 219
2021
Q2 		$323K Sell
3,867
-20
-0.5% -$1.64K 0.07% 225
2021
Q1 		$292K Sell
3,887
-26
-0.7% -$1.89K 0.07% 224
2020
Q4 		$267K Buy
3,913
+128
+3% +$8.32K 0.07% 217
2020
Q3 		$221K Buy
3,785
+143
+4% +$8.9K 0.06% 230
2020
Q2 		$237K Buy
+3,642
New +$229K 0.07% 213

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

Sound View Wealth Advisors Group's CVS Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its CVS Health (CVS) stake by 14% in Q2 2026, buying an estimated $38.4K and bringing the position to 3,595 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #324.

Sound View Wealth Advisors Group first reported a position in CVS in Q2 2020 and has held it in 24 quarters since. The position peaked at $405K in Q4 2021. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,595 shares of CVS Health worth $372K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 430 CVS Health shares in Q2 2026, an estimated $38.4K.
  • CVS Health made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #324 holding.
  • Sound View Wealth Advisors Group first reported a position in CVS Health in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's CVS Health position peaked at $405K in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.