WFAG
CVS icon

Wescott Financial Advisory Group’s CVS Health CVS Stock Holding History

Wescott Financial Advisory Group’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 		$309K Buy
4,302
+79
+2% +$6.09K 0.03% 156
2025
Q4 		$335K Buy
4,223
+56
+1% +$4.42K 0.03% 153
2025
Q3 		$314K Buy
4,167
+31
+0.7% +$2.13K 0.03% 148
2025
Q2 		$285K Sell
4,136
-16
-0.4% -$1.05K 0.03% 150
2025
Q1 		$281K Sell
4,152
-2,960
-42% -$177K 0.03% 143
2024
Q4 		$319K Buy
7,112
+103
+1% +$5.78K 0.03% 137
2024
Q3 		$441K Buy
7,009
+1,035
+17% +$60.4K 0.05% 125
2024
Q2 		$353K Buy
5,974
+62
+1% +$3.88K 0.04% 136
2024
Q1 		$472K Buy
5,912
+112
+2% +$8.55K 0.06% 111
2023
Q4 		$458K Hold
5,800
– – 0.06% 109
2023
Q3 		$405K Sell
5,800
-180
-3% -$12.8K 0.07% 107
2023
Q2 		$413K Buy
5,980
+105
+2% +$7.47K 0.07% 108
2023
Q1 		$437K Sell
5,875
-182
-3% -$15.3K 0.09% 102
2022
Q4 		$564K Buy
6,057
+2,738
+82% +$264K 0.12% 84
2022
Q3 		$317K Buy
3,319
+221
+7% +$21.9K 0.09% 109
2022
Q2 		$287K Buy
+3,098
New +$302K 0.08% 111

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

Wescott Financial Advisory Group's CVS Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its CVS Health (CVS) stake by 1.9% in Q1 2026, buying an estimated $6.09K and bringing the position to 4,302 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #156.

Wescott Financial Advisory Group first reported a position in CVS in Q2 2022 and has held it in 16 quarters since. The position peaked at $564K in Q4 2022. 1,866 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Wescott Financial Advisory Group held 4,302 shares of CVS Health worth $309K as of Q1 2026.
  • Wescott Financial Advisory Group bought 79 CVS Health shares in Q1 2026, an estimated $6.09K.
  • CVS Health made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #156 holding.
  • Wescott Financial Advisory Group first reported a position in CVS Health in Q2 2022 and has held it in 16 quarters since.
  • Wescott Financial Advisory Group's CVS Health position peaked at $564K in Q4 2022.
  • 1,866 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.