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Triad Wealth Partners’s CVS Health CVS Stock Holding History

Triad Wealth Partners’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 		$256K Buy
3,561
+459
+15% +$35.4K 0.02% 425
2025
Q4 		$246K Buy
+3,102
New +$245K 0.02% 425
2024
Q3 		– Sell
-300
Closed -$17.7K – 237
2024
Q2 		$17.7K Buy
+300
New +$18.8K 0.01% 369

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

Triad Wealth Partners's CVS Position: Q1 2026 in Review

Triad Wealth Partners increased its CVS Health (CVS) stake by 15% in Q1 2026, buying an estimated $35.4K and bringing the position to 3,561 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #425.

Triad Wealth Partners first reported a position in CVS in Q2 2024 and has held it in 3 quarters since. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Triad Wealth Partners held 3,561 shares of CVS Health worth $256K as of Q1 2026.
  • Triad Wealth Partners bought 459 CVS Health shares in Q1 2026, an estimated $35.4K.
  • CVS Health made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #425 holding.
  • Triad Wealth Partners first reported a position in CVS Health in Q2 2024 and has held it in 3 quarters since.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.