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UP Strategic Wealth Investment Advisors’s CVS Health CVS Stock Holding History

UP Strategic Wealth Investment 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 		$243K Buy
2,452
+14
+0.6% +$1.25K 0.14% 87
2026
Q1 		$213K Buy
+2,438
New +$188K 0.13% 90
2025
Q4 		– Sell
-2,504
Closed -$202K – 90
2025
Q3 		$202K Buy
+2,504
New +$172K 0.15% 85

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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's CVS Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors increased its CVS Health (CVS) stake by 0.57% in Q2 2026, buying an estimated $1.25K and bringing the position to 2,452 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #87.

UP Strategic Wealth Investment Advisors first reported a position in CVS in Q3 2025 and has held it in 3 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 2,452 shares of CVS Health worth $243K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors bought 14 CVS Health shares in Q2 2026, an estimated $1.25K.
  • CVS Health made up 0.14% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in CVS Health in Q3 2025 and has held it in 3 quarters since.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.