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Vermillion Wealth Management’s CVS Health CVS Stock Holding History

Vermillion 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 		$41.4K Sell
400
-94
-19% -$8.39K 0.01% 681
2026
Q1 		$35.5K Buy
494
+94
+24% +$7.24K 0.01% 242
2025
Q4 		$31.7K Hold
400
– – 0.01% 238
2025
Q3 		$30.2K Hold
400
– – 0.01% 722
2025
Q2 		$27.6K Sell
400
-100
-20% -$6.56K 0.01% 234
2025
Q1 		$33.9K Hold
500
– – 0.01% 587
2024
Q4 		$22.4K Buy
+500
New +$28.1K 0.01% 245

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

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

Vermillion Wealth Management reduced its CVS Health (CVS) stake by 19% in Q2 2026, selling an estimated $8.39K and leaving 400 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #681.

Vermillion Wealth Management first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Vermillion Wealth Management held 400 shares of CVS Health worth $41.4K as of Q2 2026.
  • Vermillion Wealth Management sold 94 CVS Health shares in Q2 2026, an estimated $8.39K.
  • CVS Health made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #681 holding.
  • Vermillion Wealth Management first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.