TritonPoint Wealth’s CVS Health CVS Stock Holding History

TritonPoint Wealth’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	$251K	Buy	+2,428	New	+$217K	0.02%	258
2026 Q1	–	Sell	-2,901	Closed	-$230K	–	276
2025 Q4	$230K	Sell	2,901 -174	-6%	-$13.7K	0.02%	250
2025 Q3	$232K	Buy	3,075 +12	+0.4%	+$822	0.02%	321
2025 Q2	$211K	Sell	3,063 -713	-19%	-$46.8K	0.02%	328
2025 Q1	$256K	Buy	+3,776	New	+$226K	0.02%	307
2024 Q4	–	Sell	-3,427	Closed	-$210K	–	334
2024 Q3	$210K	Sell	3,427 -5,081	-60%	-$296K	0.02%	318
2024 Q2	$502K	Sell	8,508 -7,813	-48%	-$489K	0.05%	202
2024 Q1	$1.59M	Sell	16,321 -4,079	-20%	-$312K	0.17%	120
2023 Q4	$1.61M	Buy	+20,400	New	+$1.45M	0.16%	124

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TritonPoint Wealth's CVS Position: Q2 2026 in Review

TritonPoint Wealth opened a new position in CVS Health (CVS) in Q2 2026: 2,428 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in CVS as recently as Q4 2025.

TritonPoint Wealth first reported a position in CVS in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2023. 2,071 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

TritonPoint Wealth held 2,428 shares of CVS Health worth $251K as of Q2 2026.
CVS Health was a new TritonPoint Wealth position in Q2 2026.
CVS Health made up 0.02% of TritonPoint Wealth's portfolio in Q2 2026, its #258 holding.
TritonPoint Wealth first reported a position in CVS Health in Q4 2023 and has held it in 9 quarters since.
TritonPoint Wealth's CVS Health position peaked at $1.61M in Q4 2023.
2,071 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.