SPC
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Spirepoint Private Client’s CVS Health CVS Stock Holding History

Spirepoint Private Client’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 		$230K Buy
+2,222
New +$198K 0.02% 310
2026
Q1 		– Sell
-2,631
Closed -$209K – 327
2025
Q4 		$209K Buy
+2,631
New +$207K 0.02% 293
2024
Q2 		– Sell
-2,815
Closed -$225K – 210
2024
Q1 		$225K Buy
+2,815
New +$215K 0.03% 186

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

Spirepoint Private Client's CVS Position: Q2 2026 in Review

Spirepoint Private Client opened a new position in CVS Health (CVS) in Q2 2026: 2,222 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: Spirepoint Private Client previously reported a position in CVS as recently as Q4 2025.

Spirepoint Private Client first reported a position in CVS in Q1 2024 and has held it in 3 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Spirepoint Private Client held 2,222 shares of CVS Health worth $230K as of Q2 2026.
  • CVS Health was a new Spirepoint Private Client position in Q2 2026.
  • CVS Health made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #310 holding.
  • Spirepoint Private Client first reported a position in CVS Health in Q1 2024 and has held it in 3 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.