UWM
CVS icon

USAdvisors Wealth Management’s CVS Health CVS Stock Holding History

USAdvisors 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 		$227K Buy
+2,198
New +$196K 0.07% 135
2022
Q1 		– Sell
-2,559
Closed -$264K – 128
2021
Q4 		$264K Buy
2,559
+92
+4% +$8.5K 0.11% 103
2021
Q3 		$209K Buy
+2,467
New +$207K 0.09% 107

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

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

USAdvisors Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,198 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #135 among its holdings. This is a return to the name: USAdvisors Wealth Management previously reported a position in CVS as recently as Q4 2021.

USAdvisors Wealth Management first reported a position in CVS in Q3 2021 and has held it in 3 quarters since. The position peaked at $264K in Q4 2021. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • USAdvisors Wealth Management held 2,198 shares of CVS Health worth $227K as of Q2 2026.
  • CVS Health was a new USAdvisors Wealth Management position in Q2 2026.
  • CVS Health made up 0.07% of USAdvisors Wealth Management's portfolio in Q2 2026, its #135 holding.
  • USAdvisors Wealth Management first reported a position in CVS Health in Q3 2021 and has held it in 3 quarters since.
  • USAdvisors Wealth Management's CVS Health position peaked at $264K in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.