VERPA
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Virginia Estate & Retirement Planning Advisors’s CVS Health CVS Stock Holding History

Virginia Estate & Retirement Planning 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 		$19.3K Hold
8,110
– – 0.02% 86
2026
Q1 		$15.8K Buy
+8,110
New +$625K 0.03% 74

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

Virginia Estate & Retirement Planning Advisors's CVS Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its CVS Health (CVS) position steady in Q2 2026 at 8,110 shares worth $19.3K. The position accounts for 0.02% of the portfolio, ranked #86.

Virginia Estate & Retirement Planning Advisors first reported a position in CVS in Q1 2026 and has held it in 2 quarters since. 2,043 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 8,110 shares of CVS Health worth $19.3K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #86 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in CVS Health in Q1 2026 and has held it in 2 quarters since.
  • 2,043 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.