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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
Q2 		$497K Hold
4,800
– – 0.34% 102
2026
Q1 		$345K Buy
4,800
+200
+4% +$15.4K 0.25% 138
2025
Q4 		$365K Buy
+4,600
New +$363K 0.27% 122

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

Total Wealth Planning & Management's CVS Position: Q2 2026 in Review

Total Wealth Planning & Management increased its CVS Health (CVS) stake by 1.3% in Q2 2026, buying an estimated $6.43K and bringing the position to 5,467 shares worth $566K. The position accounts for 0.38% of the portfolio, ranked #88.

Total Wealth Planning & Management first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Total Wealth Planning & Management held 5,467 shares of CVS Health worth $566K as of Q2 2026.
  • Total Wealth Planning & Management bought 72 CVS Health shares in Q2 2026, an estimated $6.43K.
  • CVS Health made up 0.38% of Total Wealth Planning & Management's portfolio in Q2 2026, its #88 holding.
  • Total Wealth Planning & Management first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.