Planning Strategies Inc.’s CVS Health CVS Stock Holding History

Planning Strategies Inc.’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	$7.76K	Buy	+75	New	+$6.7K	﹤0.01%	362

Other funds holding CVS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Planning Strategies Inc.'s CVS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in CVS Health (CVS) in Q2 2026: 75 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings.

849 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Planning Strategies Inc. held 75 shares of CVS Health worth $7.76K as of Q2 2026.
CVS Health was a new Planning Strategies Inc. position in Q2 2026.
CVS Health made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #362 holding.
849 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.