WFAG
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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
Q2 		$446K Buy
4,315
+13
+0.3% +$1.16K 0.03% 141
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 $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

Wescott Financial Advisory Group's CVS Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its CVS Health (CVS) stake by 0.3% in Q2 2026, buying an estimated $1.16K and bringing the position to 4,315 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #141.

Wescott Financial Advisory Group first reported a position in CVS in Q2 2022 and has held it in 17 quarters since. The position peaked at $564K in Q4 2022. 2,069 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Wescott Financial Advisory Group held 4,315 shares of CVS Health worth $446K as of Q2 2026.
  • Wescott Financial Advisory Group bought 13 CVS Health shares in Q2 2026, an estimated $1.16K.
  • CVS Health made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #141 holding.
  • Wescott Financial Advisory Group first reported a position in CVS Health in Q2 2022 and has held it in 17 quarters since.
  • Wescott Financial Advisory Group's CVS Health position peaked at $564K in Q4 2022.
  • 2,069 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.