TWM
CVS icon

Thrive Wealth Management’s CVS Health CVS Stock Holding History

Thrive Wealth Management’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 		$261K Buy
+2,527
New +$226K 0.03% 215
2026
Q1 		– Sell
-2,673
Closed -$212K – 242
2025
Q4 		$212K Buy
+2,673
New +$211K 0.03% 223

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Thrive Wealth Management's CVS Position: Q2 2026 in Review

Thrive Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,527 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #215 among its holdings. This is a return to the name: Thrive Wealth Management previously reported a position in CVS as recently as Q4 2025.

Thrive Wealth Management first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Thrive Wealth Management held 2,527 shares of CVS Health worth $261K as of Q2 2026.
  • CVS Health was a new Thrive Wealth Management position in Q2 2026.
  • CVS Health made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Thrive Wealth Management first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.