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Werba Rubin Papier Wealth Management’s CVS Health CVS Stock Holding History

Werba Rubin Papier Wealth 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 		$320K Buy
+3,090
New +$276K 0.04% 213
2026
Q1 		– Sell
-2,593
Closed -$206K – 282
2025
Q4 		$206K Buy
+2,593
New +$204K 0.06% 223

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 $3.37T AUM 44.26% 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

Werba Rubin Papier Wealth Management's CVS Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 3,090 shares worth $320K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in CVS as recently as Q4 2025.

Werba Rubin Papier Wealth Management first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. 2,064 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 3,090 shares of CVS Health worth $320K as of Q2 2026.
  • CVS Health was a new Werba Rubin Papier Wealth Management position in Q2 2026.
  • CVS Health made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Werba Rubin Papier Wealth Management first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • 2,064 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.