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TSG Advice Partners’s CVS Health CVS Stock Holding History

TSG Advice 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 		$616K Buy
8,575
+105
+1% +$8.09K 0.09% 70
2025
Q4 		$672K Buy
+8,470
New +$668K 0.1% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TSG Advice Partners's CVS Position: Q1 2026 in Review

TSG Advice Partners increased its CVS Health (CVS) stake by 1.2% in Q1 2026, buying an estimated $8.09K and bringing the position to 8,575 shares worth $616K. The position accounts for 0.09% of the portfolio, ranked #70.

TSG Advice Partners first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. The position peaked at $672K in Q4 2025. 1,876 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • TSG Advice Partners held 8,575 shares of CVS Health worth $616K as of Q1 2026.
  • TSG Advice Partners bought 105 CVS Health shares in Q1 2026, an estimated $8.09K.
  • CVS Health made up 0.09% of TSG Advice Partners's portfolio in Q1 2026, its #70 holding.
  • TSG Advice Partners first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's CVS Health position peaked at $672K in Q4 2025.
  • 1,876 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.