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Total Wealth Planning & Management’s CVS Health CVS Stock Holding History

Total Wealth Planning & 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
Q1 		$387K Buy
5,395
+186
+4% +$14.3K 0.29% 118
2025
Q4 		$413K Buy
+5,209
New +$411K 0.31% 105

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

Total Wealth Planning & Management's CVS Position: Q1 2026 in Review

Total Wealth Planning & Management increased its CVS Health (CVS) stake by 3.6% in Q1 2026, buying an estimated $14.3K and bringing the position to 5,395 shares worth $387K. The position accounts for 0.29% of the portfolio, ranked #118.

Total Wealth Planning & Management first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. The position peaked at $413K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Total Wealth Planning & Management held 5,395 shares of CVS Health worth $387K as of Q1 2026.
  • Total Wealth Planning & Management bought 186 CVS Health shares in Q1 2026, an estimated $14.3K.
  • CVS Health made up 0.29% of Total Wealth Planning & Management's portfolio in Q1 2026, its #118 holding.
  • Total Wealth Planning & Management first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's CVS Health position peaked at $413K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.