Spartan Planning & Wealth Management’s CVS Health CVS Stock Holding History

Spartan Planning & Wealth Management’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	$243K	Buy	+2,344	New	+$209K	0.16%	69
2026 Q1	–	Sell	-2,728	Closed	-$217K	–	77
2025 Q4	$217K	Sell	2,728 -42	-2%	-$3.31K	0.16%	77
2025 Q3	$209K	Buy	+2,770	New	+$190K	0.16%	75
2023 Q4	$65.9K	Buy	835 +831	+20,775%	+$59.1K	0.07%	123
2023 Q3	$279	Buy	+4	New	+$283	﹤0.01%	138
2022 Q4	–	Sell	-718	Closed	-$68K	–	170
2022 Q3	$68K	Buy	718 +269	+60%	+$26.6K	0.09%	44
2022 Q2	$42K	Sell	449 -115	-20%	-$11.2K	0.06%	62
2022 Q1	$57K	Buy	+564	New	+$59.3K	0.07%	82

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spartan Planning & Wealth Management's CVS Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,344 shares worth $243K. The stake represents 0.16% of the portfolio and ranks #69 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in CVS as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in CVS in Q1 2022 and has held it in 8 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Spartan Planning & Wealth Management held 2,344 shares of CVS Health worth $243K as of Q2 2026.
CVS Health was a new Spartan Planning & Wealth Management position in Q2 2026.
CVS Health made up 0.16% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #69 holding.
Spartan Planning & Wealth Management first reported a position in CVS Health in Q1 2022 and has held it in 8 quarters since.
2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.