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Wealthcare Advisory Partners’s CVS Health CVS Stock Holding History

Wealthcare Advisory Partners’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 		$893K Sell
8,632
-1,146
-12% -$102K 0.02% 544
2026
Q1 		$702K Sell
9,778
-208
-2% -$16K 0.01% 604
2025
Q4 		$792K Sell
9,986
-385
-4% -$30.4K 0.02% 573
2025
Q3 		$782K Buy
10,371
+489
+5% +$33.5K 0.02% 568
2025
Q2 		$682K Sell
9,882
-102
-1% -$6.69K 0.02% 568
2025
Q1 		$676K Sell
9,984
-36
-0.4% -$2.15K 0.02% 518
2024
Q4 		$450K Sell
10,020
-605
-6% -$33.9K 0.01% 598
2024
Q3 		$668K Sell
10,625
-670
-6% -$39.1K 0.02% 504
2024
Q2 		$667K Sell
11,295
-759
-6% -$47.5K 0.02% 475
2024
Q1 		$961K Sell
12,054
-282
-2% -$21.5K 0.03% 379
2023
Q4 		$974K Buy
12,336
+45
+0.4% +$3.2K 0.04% 318
2023
Q3 		$858K Sell
12,291
-782
-6% -$55.4K 0.04% 308
2023
Q2 		$904K Sell
13,073
-101
-0.8% -$7.19K 0.04% 310
2023
Q1 		$979K Buy
13,174
+460
+4% +$38.6K 0.04% 293
2022
Q4 		$1.18M Buy
12,714
+5,170
+69% +$499K 0.06% 249
2022
Q3 		$719K Buy
7,544
+307
+4% +$30.4K 0.04% 283
2022
Q2 		$671K Sell
7,237
-37
-0.5% -$3.61K 0.04% 266
2022
Q1 		$736K Sell
7,274
-1,001
-12% -$105K 0.04% 244
2021
Q4 		$854K Buy
8,275
+829
+11% +$76.6K 0.05% 222
2021
Q3 		$632K Buy
7,446
+250
+3% +$20.9K 0.04% 276
2021
Q2 		$600K Sell
7,196
-72
-1% -$5.9K 0.04% 282
2021
Q1 		$547K Buy
7,268
+2,019
+38% +$147K 0.04% 272
2020
Q4 		$359K Buy
5,249
+141
+3% +$9.17K 0.03% 294
2020
Q3 		$298K Buy
5,108
+33
+0.7% +$2.05K 0.03% 273
2020
Q2 		$330K Buy
5,075
+1,360
+37% +$85.6K 0.04% 226
2020
Q1 		$220K Buy
3,715
+174
+5% +$11.6K 0.03% 250
2019
Q4 		$263K Buy
3,541
+317
+10% +$22.3K 0.03% 257
2019
Q3 		$203K Sell
3,224
-66
-2% -$3.91K 0.03% 272
2019
Q2 		$179K Buy
3,290
+390
+13% +$21K 0.03% 286
2019
Q1 		$156K Buy
2,900
+1,059
+58% +$65.4K 0.03% 271
2018
Q4 		$121K Buy
1,841
+158
+9% +$11.8K 0.02% 277
2018
Q3 		$132K Sell
1,683
-1,007
-37% -$72K 0.02% 286
2018
Q2 		$173K Buy
2,690
+1,382
+106% +$91.1K 0.03% 235
2018
Q1 		$81K Sell
1,308
-55
-4% -$3.95K 0.02% 316
2017
Q4 		$99K Buy
1,363
+72
+6% +$5.24K 0.03% 255
2017
Q3 		$105K Buy
1,291
+991
+330% +$78.4K 0.03% 205
2017
Q2 		$24K Hold
300
– – 0.01% 61
2017
Q1 		$24K Hold
300
– – 0.01% 57
2016
Q4 		$24K Buy
+300
New +$24.3K 0.01% 61

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealthcare Advisory Partners's CVS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its CVS Health (CVS) stake by 12% in Q2 2026, selling an estimated $102K and leaving 8,632 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #544.

Wealthcare Advisory Partners first reported a position in CVS in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.18M in Q4 2022. 504 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Wealthcare Advisory Partners held 8,632 shares of CVS Health worth $893K as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,146 CVS Health shares in Q2 2026, an estimated $102K.
  • CVS Health made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #544 holding.
  • Wealthcare Advisory Partners first reported a position in CVS Health in Q4 2016 and has held it in 39 quarters since.
  • Wealthcare Advisory Partners's CVS Health position peaked at $1.18M in Q4 2022.
  • 504 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.