TWP
CVS icon

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
Q2 		$387K Buy
3,671
+110
+3% +$9.82K 0.02% 388
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 $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

Triad Wealth Partners's CVS Position: Q2 2026 in Review

Triad Wealth Partners increased its CVS Health (CVS) stake by 3.1% in Q2 2026, buying an estimated $9.82K and bringing the position to 3,671 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #388.

Triad Wealth Partners first reported a position in CVS in Q2 2024 and has held it in 4 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Triad Wealth Partners held 3,671 shares of CVS Health worth $387K as of Q2 2026.
  • Triad Wealth Partners bought 110 CVS Health shares in Q2 2026, an estimated $9.82K.
  • CVS Health made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #388 holding.
  • Triad Wealth Partners first reported a position in CVS Health in Q2 2024 and has held it in 4 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.