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
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 $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

Sound View Wealth Advisors Group's CVS Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its CVS Health (CVS) stake by 2.7% in Q1 2026, selling an estimated $6.7K and leaving 3,165 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #390.

Sound View Wealth Advisors Group first reported a position in CVS in Q2 2020 and has held it in 23 quarters since. The position peaked at $405K in Q4 2021. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,165 shares of CVS Health worth $227K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 87 CVS Health shares in Q1 2026, an estimated $6.7K.
  • CVS Health made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #390 holding.
  • Sound View Wealth Advisors Group first reported a position in CVS Health in Q2 2020 and has held it in 23 quarters since.
  • Sound View Wealth Advisors Group's CVS Health position peaked at $405K in Q4 2021.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.