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

Wealth Enhancement Trust 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 		$139K Buy
1,345
+448
+50% +$40K 0.02% 323
2026
Q1 		$64.4K Sell
897
-21
-2% -$1.62K 0.01% 421
2025
Q4 		$72.9K Buy
+918
New +$72.4K 0.01% 380

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its CVS Health (CVS) stake by 50% in Q2 2026, buying an estimated $40K and bringing the position to 1,345 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #323.

Wealth Enhancement Trust Services first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 1,616 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,345 shares of CVS Health worth $139K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 448 CVS Health shares in Q2 2026, an estimated $40K.
  • CVS Health made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #323 holding.
  • Wealth Enhancement Trust Services first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 1,616 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

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