UWM
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Urban Wealth Management’s CVS Health CVS Stock Holding History

Urban Wealth Management’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 		$753K Sell
7,275
-21,587
-75% -$1.93M 0.66% 35
2026
Q1 		$2.07M Sell
28,862
-6,589
-19% -$508K 2.12% 11
2025
Q4 		$2.81M Buy
+35,451
New +$2.79M 2.62% 9
2020
Q4 		$944K Buy
+13,828
New +$899K 0.78% 33

Other funds holding CVS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Urban Wealth Management's CVS Position: Q2 2026 in Review

Urban Wealth Management reduced its CVS Health (CVS) stake by 75% in Q2 2026, selling an estimated $1.93M and leaving 7,275 shares worth $753K. The position accounts for 0.66% of the portfolio, ranked #35.

Urban Wealth Management first reported a position in CVS in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.81M in Q4 2025. 937 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Urban Wealth Management held 7,275 shares of CVS Health worth $753K as of Q2 2026.
  • Urban Wealth Management sold 21,587 CVS Health shares in Q2 2026, an estimated $1.93M.
  • CVS Health made up 0.66% of Urban Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Urban Wealth Management first reported a position in CVS Health in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's CVS Health position peaked at $2.81M in Q4 2025.
  • 937 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.