SW
CVS icon

SteelPeak Wealth’s CVS Health CVS Stock Holding History

SteelPeak Wealth’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
2025
Q1 		– Hold
0
– -$89.8K – 598
2024
Q4 		– Hold
0
– – – 522

Other funds holding CVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SteelPeak Wealth's CVS Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in CVS Health (CVS) in Q2 2026: 2,397 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in CVS as recently as Q4 2025.

SteelPeak Wealth first reported a position in CVS in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.26M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • SteelPeak Wealth held 2,397 shares of CVS Health worth $248K as of Q2 2026.
  • CVS Health was a new SteelPeak Wealth position in Q2 2026.
  • CVS Health made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #573 holding.
  • SteelPeak Wealth first reported a position in CVS Health in Q4 2019 and has held it in 16 quarters since.
  • SteelPeak Wealth's CVS Health position peaked at $9.26M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.