Triad Wealth Partners
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
Q3 		$313K Sell
3,651
-20
-0.5% -$1.96K 0.02% 424
2026
Q2 		$387K Buy
3,671
+110
+3% +$9.8K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Triad Wealth Partners's CVS Position: Q3 2026 in Review

Triad Wealth Partners reduced its CVS Health (CVS) stake by 0.54% in Q3 2026, selling an estimated $1.96K and leaving 3,651 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #424.

Triad Wealth Partners first reported a position in CVS in Q2 2024 and has held it in 5 quarters since. The position peaked at $387K in Q2 2026. 1,324 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Triad Wealth Partners held 3,651 shares of CVS Health worth $313K as of Q3 2026.
  • Triad Wealth Partners sold 20 CVS Health shares in Q3 2026, an estimated $1.96K.
  • CVS Health made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #424 holding.
  • Triad Wealth Partners first reported a position in CVS Health in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's CVS Health position peaked at $387K in Q2 2026.
  • 1,324 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.