VWA
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VSM Wealth Advisory’s CVS Health CVS Stock Holding History

VSM Wealth Advisory’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 		$54.3K Hold
525
– – 0.01% 210
2026
Q1 		$37.7K Hold
525
– – 0.01% 234
2025
Q4 		$41.7K Hold
525
– – 0.01% 212
2025
Q3 		$39.6K Hold
525
– – 0.01% 213
2025
Q2 		$36.2K Hold
525
– – 0.01% 246
2025
Q1 		$35.6K Hold
525
– – 0.01% 223
2024
Q4 		$23.6K Buy
+525
New +$29.5K 0.01% 255

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

VSM Wealth Advisory's CVS Position: Q2 2026 in Review

VSM Wealth Advisory held its CVS Health (CVS) position steady in Q2 2026 at 525 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #210.

VSM Wealth Advisory 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.

  • VSM Wealth Advisory held 525 shares of CVS Health worth $54.3K as of Q2 2026.
  • VSM Wealth Advisory left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #210 holding.
  • VSM Wealth Advisory 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 VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.