Vision Retirement’s CVS Health CVS Stock Holding History

Vision Retirement’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	$10.3K	Hold	100	–	–	﹤0.01%	434
2026 Q1	$7.18K	Hold	100	–	–	﹤0.01%	446
2025 Q4	$7.94K	Buy	+100	New	+$7.88K	﹤0.01%	435

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vision Retirement's CVS Position: Q2 2026 in Review

Vision Retirement held its CVS Health (CVS) position steady in Q2 2026 at 100 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Vision Retirement first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 1,975 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Vision Retirement held 100 shares of CVS Health worth $10.3K as of Q2 2026.
Vision Retirement left its CVS Health share count unchanged in Q2 2026.
CVS Health made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #434 holding.
Vision Retirement first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
1,975 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.