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Spire Wealth Management’s CVS Health CVS Stock Holding History

Spire 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 		$3.52M Buy
34,060
+833
+3% +$74.4K 0.11% 174
2026
Q1 		$2.39M Buy
33,227
+6,932
+26% +$534K 0.08% 228
2025
Q4 		$2.09M Buy
26,295
+18,883
+255% +$1.49M 0.07% 244
2025
Q3 		$559K Sell
7,412
-334
-4% -$22.9K 0.02% 499
2025
Q2 		$534K Sell
7,746
-64,594
-89% -$4.24M 0.02% 489
2025
Q1 		$4.9M Buy
72,340
+59,943
+484% +$3.59M 0.16% 128
2024
Q4 		$556K Buy
12,397
+2,634
+27% +$148K 0.02% 523
2024
Q3 		$614K Sell
9,763
-486
-5% -$28.4K 0.02% 475
2024
Q2 		$605K Sell
10,249
-2,982
-23% -$187K 0.02% 449
2024
Q1 		$1.06M Sell
13,231
-3,719
-22% -$284K 0.02% 365
2023
Q4 		$1.24M Sell
16,950
-347
-2% -$24.7K 0.04% 320
2023
Q3 		$1.21M Sell
17,297
-1,288
-7% -$91.3K 0.05% 297
2023
Q2 		$1.28M Sell
18,585
-2,004
-10% -$143K 0.05% 300
2023
Q1 		$1.53M Buy
20,589
+3,806
+23% +$319K 0.06% 268
2022
Q4 		$1.56M Buy
16,783
+1,515
+10% +$146K 0.09% 184
2022
Q3 		$1.46M Sell
15,268
-12,630
-45% -$1.25M 0.09% 162
2022
Q2 		$2.58M Sell
27,898
-6,660
-19% -$650K 0.11% 172
2022
Q1 		$3.71M Sell
34,558
-2,713
-7% -$285K 0.1% 188
2021
Q4 		$3.85M Buy
37,271
+4,803
+15% +$444K 0.09% 205
2021
Q3 		$2.75M Buy
32,468
+3,221
+11% +$270K 0.07% 235
2021
Q2 		$2.44M Sell
29,247
-13,725
-32% -$1.12M 0.07% 259
2021
Q1 		$2.25M Buy
+42,972
New +$3.13M 0.06% 255

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

Spire Wealth Management's CVS Position: Q2 2026 in Review

Spire Wealth Management increased its CVS Health (CVS) stake by 2.5% in Q2 2026, buying an estimated $74.4K and bringing the position to 34,060 shares worth $3.52M. The position accounts for 0.11% of the portfolio, ranked #174.

Spire Wealth Management first reported a position in CVS in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.9M in Q1 2025. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Spire Wealth Management held 34,060 shares of CVS Health worth $3.52M as of Q2 2026.
  • Spire Wealth Management bought 833 CVS Health shares in Q2 2026, an estimated $74.4K.
  • CVS Health made up 0.11% of Spire Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Spire Wealth Management first reported a position in CVS Health in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's CVS Health position peaked at $4.9M in Q1 2025.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.