WealthCare Investment Partners’s CVS Health CVS Stock Holding History

WealthCare Investment 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	$228K	Buy	+2,201	New	+$196K	0.06%	189
2024 Q4	–	Sell	-3,946	Closed	-$257K	–	147
2024 Q3	$257K	Sell	3,946 -1,648	-29%	-$96.1K	0.11%	116
2024 Q2	$330K	Sell	5,594 -393	-7%	-$24.6K	0.15%	101
2024 Q1	$477K	Sell	5,987 -333	-5%	-$25.4K	0.23%	85
2023 Q4	$510K	Sell	6,320 -546	-8%	-$38.9K	0.28%	78
2023 Q3	$479K	Sell	6,866 -746	-10%	-$52.9K	0.29%	70
2023 Q2	$530K	Buy	7,612 +568	+8%	+$40.4K	0.32%	65
2023 Q1	$523K	Sell	7,044 -783	-10%	-$65.7K	0.32%	67
2022 Q4	$729K	Buy	7,827 +3,262	+71%	+$315K	0.5%	49
2022 Q3	$435K	Buy	4,565 +666	+17%	+$65.9K	0.36%	67
2022 Q2	$361K	Buy	3,899 +20	+0.5%	+$1.95K	0.31%	73
2022 Q1	$407K	Sell	3,879 -8	-0.2%	-$840	0.36%	65
2021 Q4	$401K	Buy	+3,887	New	+$359K	0.39%	62

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthCare Investment Partners's CVS Position: Q2 2026 in Review

WealthCare Investment Partners opened a new position in CVS Health (CVS) in Q2 2026: 2,201 shares worth $228K. The stake represents 0.06% of the portfolio and ranks #189 among its holdings. This is a return to the name: WealthCare Investment Partners previously reported a position in CVS as recently as Q3 2024.

WealthCare Investment Partners first reported a position in CVS in Q4 2021 and has held it in 13 quarters since. The position peaked at $729K in Q4 2022. 2,069 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

WealthCare Investment Partners held 2,201 shares of CVS Health worth $228K as of Q2 2026.
CVS Health was a new WealthCare Investment Partners position in Q2 2026.
CVS Health made up 0.06% of WealthCare Investment Partners's portfolio in Q2 2026, its #189 holding.
WealthCare Investment Partners first reported a position in CVS Health in Q4 2021 and has held it in 13 quarters since.
WealthCare Investment Partners's CVS Health position peaked at $729K in Q4 2022.
2,069 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.