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WealthShield Partners’s CVS Health CVS Stock Holding History

WealthShield 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
Q1 		$204K Sell
2,843
-58
-2% -$4.47K 0.02% 344
2025
Q4 		$230K Buy
2,901
+13
+0.5% +$1.02K 0.03% 315
2025
Q3 		$218K Buy
+2,888
New +$198K 0.02% 321
2025
Q2 		– Sell
-3,356
Closed -$227K – 562
2025
Q1 		$227K Buy
+3,356
New +$201K 0.03% 296
2024
Q4 		– Sell
-3,905
Closed -$246K – 502
2024
Q3 		$246K Buy
3,905
+110
+3% +$6.42K 0.03% 270
2024
Q2 		$224K Sell
3,795
-527
-12% -$33K 0.03% 265
2024
Q1 		$345K Sell
4,322
-176
-4% -$13.4K 0.06% 220
2023
Q4 		$355K Buy
4,498
+141
+3% +$10K 0.06% 227
2023
Q3 		$304K Sell
4,357
-94
-2% -$6.66K 0.05% 249
2023
Q2 		$308K Sell
4,451
-668
-13% -$47.5K 0.05% 249
2023
Q1 		$380K Sell
5,119
-251
-5% -$21K 0.06% 228
2022
Q4 		$500K Buy
5,370
+4
+0.1% +$386 0.1% 195
2022
Q3 		$512K Buy
5,366
+5
+0.1% +$495 0.1% 194
2022
Q2 		$497K Sell
5,361
-176
-3% -$17.2K 0.1% 199
2022
Q1 		$560K Sell
5,537
-3,837
-41% -$403K 0.09% 221
2021
Q4 		$967K Buy
+9,374
New +$866K 0.16% 137
2021
Q3 		– Sell
-1,632
Closed -$136K – 332
2021
Q2 		$136K Sell
1,632
-5,298
-76% -$434K 0.02% 317
2021
Q1 		$521K Buy
6,930
+833
+14% +$60.7K 0.09% 154
2020
Q4 		$417K Buy
+6,097
New +$397K 0.08% 196
2020
Q3 		– Sell
-4,515
Closed -$293K – 389
2020
Q2 		$293K Buy
+4,515
New +$284K 0.13% 155

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthShield Partners's CVS Position: Q1 2026 in Review

WealthShield Partners reduced its CVS Health (CVS) stake by 2% in Q1 2026, selling an estimated $4.47K and leaving 2,843 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #344.

WealthShield Partners first reported a position in CVS in Q2 2020 and has held it in 20 quarters since. The position peaked at $967K in Q4 2021. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • WealthShield Partners held 2,843 shares of CVS Health worth $204K as of Q1 2026.
  • WealthShield Partners sold 58 CVS Health shares in Q1 2026, an estimated $4.47K.
  • CVS Health made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #344 holding.
  • WealthShield Partners first reported a position in CVS Health in Q2 2020 and has held it in 20 quarters since.
  • WealthShield Partners's CVS Health position peaked at $967K in Q4 2021.
  • 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.