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Tempus Wealth Planning’s CVS Health CVS Stock Holding History

Tempus Wealth Planning’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 		$245K Buy
+2,367
New +$211K 0.05% 252
2026
Q1 		– Sell
-2,685
Closed -$213K – 272
2025
Q4 		$213K Sell
2,685
-80
-3% -$6.31K 0.05% 265
2025
Q3 		$208K Sell
2,765
-163
-6% -$11.2K 0.05% 268
2025
Q2 		$202K Sell
2,928
-250
-8% -$16.4K 0.05% 254
2025
Q1 		$215K Buy
+3,178
New +$190K 0.06% 241
2024
Q3 		– Sell
-4,317
Closed -$255K – 221
2024
Q2 		$255K Buy
4,317
+1,534
+55% +$96K 0.11% 170
2024
Q1 		$222K Sell
2,783
-4,217
-60% -$322K 0.1% 179
2023
Q4 		$553K Sell
7,000
-474
-6% -$33.7K 0.24% 96
2023
Q3 		$522K Sell
7,474
-724
-9% -$51.3K 0.26% 84
2023
Q2 		$567K Buy
8,198
+466
+6% +$33.2K 0.26% 100
2023
Q1 		$575K Buy
7,732
+1,267
+20% +$106K 0.28% 89
2022
Q4 		$602K Buy
6,465
+801
+14% +$77.3K 0.37% 84
2022
Q3 		$540K Sell
5,664
-904
-14% -$89.5K 0.36% 77
2022
Q2 		$609K Sell
6,568
-409
-6% -$39.9K 0.5% 56
2022
Q1 		$706K Sell
6,977
-2,419
-26% -$254K 0.5% 53
2021
Q4 		$969K Sell
9,396
-254
-3% -$23.5K 0.52% 56
2021
Q3 		$819K Buy
9,650
+73
+0.8% +$6.12K 0.46% 65
2021
Q2 		$799K Buy
9,577
+2,407
+34% +$197K 0.53% 56
2021
Q1 		$539K Buy
7,170
+657
+10% +$47.9K 0.57% 41
2020
Q4 		$445K Buy
6,513
+212
+3% +$13.8K 0.57% 35
2020
Q3 		$368K Buy
6,301
+908
+17% +$56.5K 0.53% 40
2020
Q2 		$350K Buy
5,393
+130
+2% +$8.19K 0.52% 42
2020
Q1 		$312K Buy
5,263
+699
+15% +$46.7K 0.51% 41
2019
Q4 		$339K Buy
+4,564
New +$320K 0.3% 54

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

Tempus Wealth Planning's CVS Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in CVS Health (CVS) in Q2 2026: 2,367 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #252 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in CVS as recently as Q4 2025.

Tempus Wealth Planning first reported a position in CVS in Q4 2019 and has held it in 24 quarters since. The position peaked at $969K in Q4 2021. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Tempus Wealth Planning held 2,367 shares of CVS Health worth $245K as of Q2 2026.
  • CVS Health was a new Tempus Wealth Planning position in Q2 2026.
  • CVS Health made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #252 holding.
  • Tempus Wealth Planning first reported a position in CVS Health in Q4 2019 and has held it in 24 quarters since.
  • Tempus Wealth Planning's CVS Health position peaked at $969K in Q4 2021.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

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