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Wealthspire Advisors (New York)’s CVS Health CVS Stock Holding History

Wealthspire Advisors (New York)’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 		$1.19M Sell
16,594
-6,936
-29% -$534K 0.01% 373
2025
Q4 		$1.87M Buy
23,530
+8,160
+53% +$643K 0.01% 304
2025
Q3 		$1.16M Sell
15,370
-2,908
-16% -$199K 0.01% 363
2025
Q2 		$1.26M Buy
18,278
+1,728
+10% +$113K 0.01% 343
2025
Q1 		$1.12M Buy
16,550
+588
+4% +$35.2K 0.01% 360
2024
Q4 		$717K Buy
15,962
+1,468
+10% +$82.4K 0.01% 435
2024
Q3 		$911K Sell
14,494
-139
-0.9% -$8.11K 0.01% 387
2024
Q2 		$864K Sell
14,633
-5,064
-26% -$317K 0.01% 336
2024
Q1 		$1.57M Sell
19,697
-2,589
-12% -$198K 0.02% 238
2023
Q4 		$1.76M Buy
22,286
+210
+1% +$14.9K 0.03% 216
2023
Q3 		$1.54M Buy
22,076
+4,650
+27% +$329K 0.03% 204
2023
Q2 		$1.2M Sell
17,426
-24
-0.1% -$1.71K 0.02% 222
2023
Q1 		$1.3M Sell
17,450
-2,271
-12% -$190K 0.02% 207
2022
Q4 		$1.84M Buy
19,721
+3,065
+18% +$296K 0.03% 164
2022
Q3 		$1.59M Buy
16,656
+1,475
+10% +$146K 0.03% 168
2022
Q2 		$1.41M Buy
15,181
+1,317
+9% +$129K 0.03% 176
2022
Q1 		$1.4M Sell
13,864
-8,456
-38% -$888K 0.03% 154
2021
Q4 		$2.3M Buy
22,320
+12,478
+127% +$1.15M 0.05% 133
2021
Q3 		$835K Buy
9,842
+4,733
+93% +$396K 0.02% 277
2021
Q2 		$426K Sell
5,109
-17,586
-77% -$1.44M 0.01% 242
2021
Q1 		$1.71M Buy
22,695
+4,475
+25% +$326K 0.04% 188
2020
Q4 		$1.24M Buy
18,220
+5,876
+48% +$382K 0.04% 180
2020
Q3 		$721K Sell
12,344
-8,443
-41% -$525K 0.04% 150
2020
Q2 		$1.35M Sell
20,787
-10,456
-33% -$658K 0.09% 91
2020
Q1 		$1.85M Buy
31,243
+25,785
+472% +$1.72M 0.08% 134
2019
Q4 		$405K Buy
5,458
+1,446
+36% +$102K 0.03% 118
2019
Q3 		$253K Buy
+4,012
New +$238K 0.02% 133
2019
Q1 		– Sell
-1,223
Closed -$80K – 219
2018
Q4 		$80K Buy
+1,223
New +$91.3K 0.01% 125

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

Wealthspire Advisors (New York)'s CVS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its CVS Health (CVS) stake by 29% in Q1 2026, selling an estimated $534K and leaving 16,594 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #373.

Wealthspire Advisors (New York) first reported a position in CVS in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.3M in Q4 2021. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Wealthspire Advisors (New York) held 16,594 shares of CVS Health worth $1.19M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 6,936 CVS Health shares in Q1 2026, an estimated $534K.
  • CVS Health made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #373 holding.
  • Wealthspire Advisors (New York) first reported a position in CVS Health in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s CVS Health position peaked at $2.3M in Q4 2021.
  • 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.