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VestGen Advisors’s CVS Health CVS Stock Holding History

VestGen 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 		$861K Buy
8,327
+1,809
+28% +$161K 0.03% 497
2026
Q1 		$620K Buy
6,518
+992
+18% +$76.4K 0.02% 593
2025
Q4 		$439K Buy
5,526
+2,792
+102% +$220K 0.02% 512
2025
Q3 		$206K Buy
+2,734
New +$187K 0.01% 680

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

VestGen Advisors's CVS Position: Q2 2026 in Review

VestGen Advisors increased its CVS Health (CVS) stake by 28% in Q2 2026, buying an estimated $161K and bringing the position to 8,327 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #497.

VestGen Advisors first reported a position in CVS in Q3 2025 and has held it in 4 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • VestGen Advisors held 8,327 shares of CVS Health worth $861K as of Q2 2026.
  • VestGen Advisors bought 1,809 CVS Health shares in Q2 2026, an estimated $161K.
  • CVS Health made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #497 holding.
  • VestGen Advisors first reported a position in CVS Health in Q3 2025 and has held it in 4 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.