Wealth Enhancement Advisory Services
CVS icon

Wealth Enhancement Advisory Services’s CVS Health CVS Stock Holding History

Wealth Enhancement Advisory Services’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 		$41.8M Buy
428,345
+61,248
+17% +$5.47M 0.07% 244
2026
Q1 		$25.1M Sell
367,097
-68,979
-16% -$5.31M 0.05% 325
2025
Q4 		$35.2M Buy
436,076
+39,708
+10% +$3.13M 0.05% 331
2025
Q3 		$30.6M Buy
396,368
+258,050
+187% +$17.7M 0.05% 338
2025
Q2 		$9.33M Sell
138,318
-10,929
-7% -$717K 0.02% 661
2025
Q1 		$10.1M Sell
149,247
-137,743
-48% -$8.24M 0.02% 573
2024
Q4 		$12.9M Buy
286,990
+115,603
+67% +$6.49M 0.02% 494
2024
Q3 		$10.8M Sell
171,387
-12,333
-7% -$720K 0.02% 493
2024
Q2 		$10.9M Sell
183,720
-19,118
-9% -$1.2M 0.03% 465
2024
Q1 		$16.2M Buy
202,838
+823
+0.4% +$62.9K 0.04% 363
2023
Q4 		$16M Sell
202,015
-384,800
-66% -$27.4M 0.05% 343
2023
Q3 		$41M Buy
586,815
+577,932
+6,506% +$40.9M 0.13% 156
2023
Q2 		$614K Sell
8,883
-6,540
-42% -$465K 0.01% 326
2023
Q1 		$1.15M Buy
15,423
+10,679
+225% +$895K 0.01% 290
2022
Q4 		$413K Sell
4,744
-171
-3% -$16.5K 0.01% 283
2022
Q3 		$434K Sell
4,915
-51,627
-91% -$5.11M 0.01% 281
2022
Q2 		$5.33M Buy
56,542
+48,513
+604% +$4.73M 0.07% 124
2022
Q1 		$803K Buy
8,029
+27
+0.3% +$2.84K 0.01% 254
2021
Q4 		$853K Sell
8,002
-8,784
-52% -$812K 0.01% 231
2021
Q3 		$1.48M Buy
+16,786
New +$1.41M 0.02% 164
2021
Q2 		– Sell
-17,129
Closed -$1.28M – 274
2021
Q1 		$1.28M Buy
17,129
+258
+2% +$18.8K 0.02% 166
2020
Q4 		$1.29M Sell
16,871
-10,976
-39% -$714K 0.03% 139
2020
Q3 		$1.66M Buy
+27,847
New +$1.73M 0.04% 139
2020
Q1 		– Sell
-22,570
Closed -$1.68M – 230
2019
Q4 		$1.68M Buy
22,570
+4,097
+22% +$288K 0.06% 128
2019
Q3 		$1.16M Sell
18,473
-36,727
-67% -$2.18M 0.05% 138
2019
Q2 		$3.11M Buy
55,200
+36,759
+199% +$1.98M 0.14% 63
2019
Q1 		$977K Buy
18,441
+1,042
+6% +$64.3K 0.06% 143
2018
Q4 		$1.14M Sell
17,399
-7,092
-29% -$529K 0.07% 105
2018
Q3 		$1.71M Sell
24,491
-17,527
-42% -$1.25M 0.1% 75
2018
Q2 		$2.87M Buy
42,018
+17,955
+75% +$1.18M 0.18% 50
2018
Q1 		$1.54M Buy
24,063
+11,732
+95% +$842K 0.1% 77
2017
Q4 		$971K Buy
12,331
+847
+7% +$61.6K 0.07% 115
2017
Q3 		$883K Sell
11,484
-27,064
-70% -$2.14M 0.07% 121
2017
Q2 		$3.01M Buy
+38,548
New +$3.04M 0.28% 48
2017
Q1 		– Sell
-55,806
Closed -$4.41M – 145
2016
Q4 		$4.41M Buy
55,806
+39,147
+235% +$3.17M 0.53% 34
2016
Q3 		$1.44M Buy
+16,659
New +$1.57M 0.21% 68
2016
Q2 		– Sell
-11,455
Closed -$1.19M – 117
2016
Q1 		$1.19M Buy
11,455
+959
+9% +$93.2K 0.24% 70
2015
Q4 		$1.03M Buy
10,496
+1,322
+14% +$129K 0.26% 68
2015
Q3 		$937K Buy
9,174
+1,260
+16% +$132K 0.29% 67
2015
Q2 		$830K Buy
7,914
+1,670
+27% +$171K 0.26% 65
2015
Q1 		$644K Buy
6,244
+1,333
+27% +$135K 0.25% 91
2014
Q4 		$473K Buy
+4,911
New +$433K 0.19% 100

Other funds holding CVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's CVS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CVS Health (CVS) stake by 17% in Q2 2026, buying an estimated $5.47M and bringing the position to 428,345 shares worth $41.8M. The position accounts for 0.07% of the portfolio, ranked #244.

Wealth Enhancement Advisory Services first reported a position in CVS in Q4 2014 and has held it in 42 quarters since. 348 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 428,345 shares of CVS Health worth $41.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 61,248 CVS Health shares in Q2 2026, an estimated $5.47M.
  • CVS Health made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #244 holding.
  • Wealth Enhancement Advisory Services first reported a position in CVS Health in Q4 2014 and has held it in 42 quarters since.
  • 348 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.