Wealthfront Advisers’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.7M | Buy |
190,044
+8,527
| +5% | +$761K | 0.04% | 162 |
|
|
2026
Q1 | $13M | Sell |
181,517
-30,784
| -15% | -$2.37M | 0.03% | 205 |
|
|
2025
Q4 | $16.8M | Buy |
212,301
+24,417
| +13% | +$1.92M | 0.04% | 157 |
|
|
2025
Q3 | $14.2M | Sell |
187,884
-7,610
| -4% | -$522K | 0.03% | 173 |
|
|
2025
Q2 | $13.5M | Sell |
195,494
-20,879
| -10% | -$1.37M | 0.03% | 176 |
|
|
2025
Q1 | $14.7M | Buy |
216,373
+100,567
| +87% | +$6.02M | 0.04% | 138 |
|
|
2024
Q4 | $5.2M | Buy |
115,806
+10,141
| +10% | +$569K | 0.02% | 321 |
|
|
2024
Q3 | $6.64M | Buy |
105,665
+57,761
| +121% | +$3.37M | 0.02% | 244 |
|
|
2024
Q2 | $2.83M | Sell |
47,904
-23,513
| -33% | -$1.47M | 0.01% | 399 |
|
|
2024
Q1 | $5.7M | Buy |
71,417
+17,793
| +33% | +$1.36M | 0.02% | 241 |
|
|
2023
Q4 | $4.23M | Buy |
53,624
+11,330
| +27% | +$806K | 0.02% | 278 |
|
|
2023
Q3 | $2.95M | Buy |
42,294
+5,004
| +13% | +$355K | 0.01% | 342 |
|
|
2023
Q2 | $2.58M | Sell |
37,290
-199
| -0.5% | -$14.2K | 0.01% | 367 |
|
|
2023
Q1 | $2.79M | Sell |
37,489
-38,190
| -50% | -$3.2M | 0.01% | 337 |
|
|
2022
Q4 | $7.05M | Sell |
75,679
-30,858
| -29% | -$2.98M | 0.03% | 154 |
|
|
2022
Q3 | $10.2M | Buy |
106,537
+17,216
| +19% | +$1.7M | 0.05% | 92 |
|
|
2022
Q2 | $8.28M | Buy |
89,321
+1,711
| +2% | +$167K | 0.04% | 114 |
|
|
2022
Q1 | $8.87M | Buy |
87,610
+10,220
| +13% | +$1.07M | 0.04% | 114 |
|
|
2021
Q4 | $7.98M | Sell |
77,390
-1,598
| -2% | -$148K | 0.03% | 124 |
|
|
2021
Q3 | $6.7M | Buy |
78,988
+20,707
| +36% | +$1.73M | 0.03% | 126 |
|
|
2021
Q2 | $4.86M | Buy |
58,281
+15,124
| +35% | +$1.24M | 0.02% | 141 |
|
|
2021
Q1 | $3.25M | Buy |
43,157
+3,060
| +8% | +$223K | 0.02% | 167 |
|
|
2020
Q4 | $2.74M | Buy |
40,097
+7,946
| +25% | +$517K | 0.02% | 166 |
|
|
2020
Q3 | $1.88M | Sell |
32,151
-15,199
| -32% | -$946K | 0.01% | 197 |
|
|
2020
Q2 | $3.08M | Buy |
47,350
+7,103
| +18% | +$447K | 0.02% | 113 |
|
|
2020
Q1 | $2.39M | Sell |
40,247
-3,734
| -8% | -$249K | 0.02% | 121 |
|
|
2019
Q4 | $3.27M | Buy |
43,981
+2,671
| +6% | +$188K | 0.02% | 113 |
|
|
2019
Q3 | $2.6M | Buy |
41,310
+16,360
| +66% | +$969K | 0.02% | 128 |
|
|
2019
Q2 | $1.36M | Buy |
24,950
+15,536
| +165% | +$837K | 0.01% | 216 |
|
|
2019
Q1 | $508K | Sell |
9,414
-18,487
| -66% | -$1.14M | ﹤0.01% | 366 |
|
|
2018
Q4 | $1.83M | Buy |
+27,901
| New | +$2.08M | 0.02% | 136 |
|
Other funds holding CVS
DSA
Wealthfront Advisers's CVS Position: Q2 2026 in Review
Wealthfront Advisers increased its CVS Health (CVS) stake by 4.7% in Q2 2026, buying an estimated $761K and bringing the position to 190,044 shares worth $19.7M. The position accounts for 0.04% of the portfolio, ranked #162.
Wealthfront Advisers first reported a position in CVS in Q4 2018 and has held it in 31 quarters since. 1,584 funds tracked by Wall St. Rank hold CVS as of Q2 2026.
- Wealthfront Advisers held 190,044 shares of CVS Health worth $19.7M as of Q2 2026.
- Wealthfront Advisers bought 8,527 CVS Health shares in Q2 2026, an estimated $761K.
- CVS Health made up 0.04% of Wealthfront Advisers's portfolio in Q2 2026, its #162 holding.
- Wealthfront Advisers first reported a position in CVS Health in Q4 2018 and has held it in 31 quarters since.
- 1,584 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.