W
CVS icon

Wealthquest’s CVS Health CVS Stock Holding History

Wealthquest’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 		$294K Buy
+2,845
New +$254K 0.02% 139

Other funds holding CVS

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealthquest's CVS Position: Q2 2026 in Review

Wealthquest opened a new position in CVS Health (CVS) in Q2 2026: 2,845 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #139 among its holdings.

748 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Wealthquest held 2,845 shares of CVS Health worth $294K as of Q2 2026.
  • CVS Health was a new Wealthquest position in Q2 2026.
  • CVS Health made up 0.02% of Wealthquest's portfolio in Q2 2026, its #139 holding.
  • 748 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.