World Investment Advisors’s CVS Health CVS Stock Holding History

World Investment Advisors’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	$3.4M	Sell	46,647 -8,668	-16%	-$774K	0.06%	349
2026 Q1	$3.97M	Sell	55,315 -18,094	-25%	-$1.39M	0.06%	309
2025 Q4	$5.83M	Buy	73,409 +19,623	+36%	+$1.55M	0.09%	233
2025 Q3	$4.05M	Buy	53,786 +20,390	+61%	+$1.4M	0.08%	258
2025 Q2	$2.3M	Buy	33,396 +1,770	+6%	+$116K	0.05%	350
2025 Q1	$2.14M	Sell	31,626 -321	-1%	-$19.2K	0.06%	339
2024 Q4	$1.43M	Buy	31,947 +4,404	+16%	+$247K	0.04%	397
2024 Q3	$1.73M	Buy	27,543 +20,308	+281%	+$1.18M	0.05%	322
2024 Q2	$427K	Buy	+7,235	New	+$453K	0.03%	430
2024 Q1	–	Sell	-2,839	Closed	-$224K	–	410
2023 Q4	$224K	Buy	+2,839	New	+$202K	0.03%	348

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

World Investment Advisors's CVS Position: Q2 2026 in Review

World Investment Advisors reduced its CVS Health (CVS) stake by 16% in Q2 2026, selling an estimated $774K and leaving 46,647 shares worth $3.4M. The position accounts for 0.06% of the portfolio, ranked #349.

World Investment Advisors first reported a position in CVS in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.83M in Q4 2025. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

World Investment Advisors held 46,647 shares of CVS Health worth $3.4M as of Q2 2026.
World Investment Advisors sold 8,668 CVS Health shares in Q2 2026, an estimated $774K.
CVS Health made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #349 holding.
World Investment Advisors first reported a position in CVS Health in Q4 2023 and has held it in 10 quarters since.
World Investment Advisors's CVS Health position peaked at $5.83M in Q4 2025.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.