Strategic Investment Solutions’s CVS Health CVS Stock Holding History

Strategic Investment Solutions’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	$21.5K	Hold	208	–	–	﹤0.01%	344
2026 Q1	$14.9K	Hold	208	–	–	﹤0.01%	379
2025 Q4	$16.5K	Hold	208	–	–	﹤0.01%	337
2025 Q3	$15.7K	Hold	208	–	–	﹤0.01%	324
2025 Q2	$14.3K	Hold	208	–	–	﹤0.01%	314
2025 Q1	$14.1K	Sell	208 -816	-80%	-$48.8K	﹤0.01%	328
2024 Q4	$73.8K	Buy	1,024 +446	+77%	+$25K	0.02%	162
2024 Q3	$36.3K	Sell	578 -464	-45%	-$27.1K	0.01%	219
2024 Q2	$62.8K	Buy	+1,042	New	+$65.2K	0.02%	168
2023 Q4	$80.9K	Sell	1,024 -12,080	-92%	-$860K	0.01%	365
2023 Q3	$928K	Buy	13,104 +12,896	+6,200%	+$914K	0.01%	326
2023 Q2	$14.3K	Sell	208 -796	-79%	-$56.6K	﹤0.01%	512
2023 Q1	$74.6K	Buy	+1,004	New	+$84.2K	0.01%	299

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

Strategic Investment Solutions's CVS Position: Q2 2026 in Review

Strategic Investment Solutions held its CVS Health (CVS) position steady in Q2 2026 at 208 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Strategic Investment Solutions first reported a position in CVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $928K in Q3 2023. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Strategic Investment Solutions held 208 shares of CVS Health worth $21.5K as of Q2 2026.
Strategic Investment Solutions left its CVS Health share count unchanged in Q2 2026.
CVS Health made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #344 holding.
Strategic Investment Solutions first reported a position in CVS Health in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's CVS Health position peaked at $928K in Q3 2023.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.