TWP
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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
2020
Q4 		– Sell
-400
Closed -$2K – 82
2020
Q3 		$2K Buy
400
+200
+100% +$12.4K ﹤0.01% 74
2020
Q2 		$3K Buy
+200
New +$12.6K ﹤0.01% 67
2020
Q1 		– Sell
-200
Closed -$4K – 64
2019
Q4 		$4K Buy
+200
New +$14K ﹤0.01% 78

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tempus Wealth Planning's CVS Position: Q1 2026 in Review

Tempus Wealth Planning sold out of CVS Health (CVS) in Q1 2026, closing a stake of 2,685 shares — an estimated $213K sold.

Tempus Wealth Planning first reported a position in CVS in Q4 2019 and held it in 23 quarters. The position peaked at $969K in Q4 2021. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Tempus Wealth Planning reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 2,685 CVS Health shares in Q1 2026, an estimated $213K.
  • Tempus Wealth Planning first reported a position in CVS Health in Q4 2019 and held it in 23 quarters.
  • Tempus Wealth Planning's CVS Health position peaked at $969K in Q4 2021.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.