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Wealth Preservation Advisors’s CVS Health CVS Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-78
Closed -$6.19K – 1060
2025
Q4 		$6.19K Hold
78
– – ﹤0.01% 352
2025
Q3 		$5.88K Hold
78
– – ﹤0.01% 346
2025
Q2 		$5.38K Buy
78
+17
+28% +$1.11K ﹤0.01% 354
2025
Q1 		$4.13K Buy
+61
New +$3.65K ﹤0.01% 398

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Preservation Advisors's CVS Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of CVS Health (CVS) in Q1 2026, closing a stake of 78 shares — an estimated $6.19K sold.

Wealth Preservation Advisors first reported a position in CVS in Q1 2025 and held it in 4 quarters. The position peaked at $6.19K in Q4 2025. 1,879 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 78 CVS Health shares in Q1 2026, an estimated $6.19K.
  • Wealth Preservation Advisors first reported a position in CVS Health in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's CVS Health position peaked at $6.19K in Q4 2025.
  • 1,879 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.