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CVSCVS

Showing 9 of 30 quarters

Position history for Wealth Enhancement Advisory Services, LLCWealth Enhancement Advisory Services, LLC's holdings in CVS Health Corporation

Yes. Wealth Enhancement Advisory Services holds 495,488 shares of CVS (CVS Health), worth $40.6M, as of its Q3 2026 13F filing. It increased the position by 67,143 shares (+15.7%) from Q2 2026. Wealth Enhancement Advisory Services has held CVS since Q3 2021, across 21 quarterly 13F filings. CVS is 0.1% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$40.6M

Current Shares

495,488

Total Value Change

+$29.9M

Total Shares Change

+324,101

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
495,488
+15.7%
$40.6M0.1%$85.08
34
2026-Q2
Increased
428,345
+16.7%
$41.8M0.1%$102.08
34
2026-Q1
Decreased
367,097
-15.8%
$25.1M0.1%$70.25
0
2025-Q4
Increased
436,076
+10.0%
$35.2M0.0%$77.00
32
2025-Q3
Increased
396,368
+186.6%
$30.6M0.0%$72.55
46
2025-Q2
Decreased
138,318
-7.3%
$9.3M0.0%$65.67
0
2025-Q1
Decreased
149,247
-48.0%
$10.1M0.0%$63.84
0
2024-Q4
Increased
286,990
+67.5%
$12.9M0.0%$41.77
41
2024-Q3
Decreased
171,387
-6.7%
$10.8M0.0%$57.86
0

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