WAG
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Wilkerson Advisory Group’s CVS Health CVS Stock Holding History

Wilkerson 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 		$24.5K Buy
237
+69
+41% +$6.16K 0.01% 306
2026
Q1 		$12.1K Buy
168
+6
+4% +$462 ﹤0.01% 374
2025
Q4 		$12.9K Buy
+162
New +$12.8K ﹤0.01% 297

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

Wilkerson Advisory Group's CVS Position: Q2 2026 in Review

Wilkerson Advisory Group increased its CVS Health (CVS) stake by 41% in Q2 2026, buying an estimated $6.16K and bringing the position to 237 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #306.

Wilkerson Advisory Group first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Wilkerson Advisory Group held 237 shares of CVS Health worth $24.5K as of Q2 2026.
  • Wilkerson Advisory Group bought 69 CVS Health shares in Q2 2026, an estimated $6.16K.
  • CVS Health made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #306 holding.
  • Wilkerson Advisory Group first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.