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WealthPlan Investment Management’s CVS Health CVS Stock Holding History

WealthPlan Investment Management’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 		$204K Buy
+1,972
New +$176K 0.01% 462
2023
Q3 		– Sell
-1,100
Closed -$76K – 198
2023
Q2 		$76K Hold
1,100
– – 0.02% 171
2023
Q1 		$81.7K Sell
1,100
-1,649
-60% -$138K 0.01% 211
2022
Q4 		$247K Buy
2,749
+625
+29% +$60.3K 0.02% 341
2022
Q3 		$217K Buy
+2,124
New +$210K 0.02% 345

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 $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPlan Investment Management's CVS Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in CVS Health (CVS) in Q2 2026: 1,972 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in CVS as recently as Q2 2023.

WealthPlan Investment Management first reported a position in CVS in Q3 2022 and has held it in 5 quarters since. The position peaked at $247K in Q4 2022. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • WealthPlan Investment Management held 1,972 shares of CVS Health worth $204K as of Q2 2026.
  • CVS Health was a new WealthPlan Investment Management position in Q2 2026.
  • CVS Health made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #462 holding.
  • WealthPlan Investment Management first reported a position in CVS Health in Q3 2022 and has held it in 5 quarters since.
  • WealthPlan Investment Management's CVS Health position peaked at $247K in Q4 2022.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.