USWIA
CVS icon

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
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 $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

UP Strategic Wealth Investment Advisors's CVS Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in CVS Health (CVS) in Q1 2026: 2,438 shares worth $213K. The stake represents 0.13% of the portfolio and ranks #90 among its holdings. This is a return to the name: UP Strategic Wealth Investment Advisors previously reported a position in CVS as recently as Q3 2025.

UP Strategic Wealth Investment Advisors first reported a position in CVS in Q3 2025 and has held it in 2 quarters since. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 2,438 shares of CVS Health worth $213K as of Q1 2026.
  • CVS Health was a new UP Strategic Wealth Investment Advisors position in Q1 2026.
  • CVS Health made up 0.13% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in CVS Health in Q3 2025 and has held it in 2 quarters since.
  • 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.