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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's CVS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in CVS Health (CVS) in Q1 2026: 975 shares worth $70K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CVS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CVS in Q2 2025 and has held it in 2 quarters since. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 975 shares of CVS Health worth $70K as of Q1 2026.
  • CVS Health was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • CVS Health made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #353 holding.
  • Twin Peaks Wealth Advisors first reported a position in CVS Health in Q2 2025 and has held it in 2 quarters since.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.