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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CVS holding history

CVS Health Corp in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
19,016
Value
$1.97M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CVS by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,016$1.97M<0.1%+2,422+14.6%AddedHolders
Q1 202616,594$1.19M<0.1%−6,936−29.5%ReducedHolders
Q4 202523,530$1.87M<0.1%+8,160+53.1%AddedHolders
Q3 202515,370$1.16M<0.1%−2,908−15.9%ReducedHolders
Q2 202518,278$1.26M<0.1%+1,728+10.4%AddedHolders
Q1 202516,550$1.12M<0.1%+588+3.7%AddedHolders
Q4 202415,962$716.5K<0.1%+1,468+10.1%AddedHolders
Q3 202414,494$911.4K<0.1%−139−0.9%ReducedHolders
Q2 202414,633$864.2K<0.1%−5,064−25.7%ReducedHolders
Q1 202419,697$1.57M<0.1%−2,589−11.6%ReducedHolders
Q4 202322,286$1.76M<0.1%+210+1.0%AddedHolders
Q3 202322,076$1.54M<0.1%+4,650+26.7%AddedHolders
Q2 202317,426$1.20M<0.1%−24−0.1%ReducedHolders
Q1 202317,450$1.30M<0.1%−2,271−11.5%ReducedHolders
Q4 202219,721$1.84M<0.1%+3,065+18.4%AddedHolders
Q3 202216,656$1.59M<0.1%+1,475+9.7%AddedHolders
Q2 202215,181$1.41M<0.1%+1,317+9.5%AddedHolders
Q1 202213,864$1.40M<0.1%−8,456−37.9%ReducedHolders
Q4 202122,320$2.30M0.1%+12,478+126.8%AddedHolders
Q3 20219,842$835.0K<0.1%+4,733+92.6%AddedHolders
Q2 20215,109$426.0K<0.1%−17,586−77.5%ReducedHolders
Q1 202122,695$1.71M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.