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Twin Peaks Wealth Advisors’s CVS Health CVS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-975
Closed -$70K – 693
2026
Q1 		$70K Buy
+975
New +$75.1K 0.02% 353
2025
Q3 		– Sell
-546
Closed -$35.8K – 617
2025
Q2 		$35.8K Buy
+546
New +$35.8K 0.01% 426

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

Twin Peaks Wealth Advisors's CVS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CVS Health (CVS) in Q2 2026, closing a stake of 975 shares — an estimated $70K sold.

Twin Peaks Wealth Advisors first reported a position in CVS in Q2 2025 and held it in 2 quarters. The position peaked at $70K in Q1 2026. 2,071 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 975 CVS Health shares in Q2 2026, an estimated $70K.
  • Twin Peaks Wealth Advisors first reported a position in CVS Health in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's CVS Health position peaked at $70K in Q1 2026.
  • 2,071 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.