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WT Wealth Management

SEC CIK
0001780507
Latest filing
Jul 22, 2026

CVS holding history

CVS Health Corp in every 13F filed by WT Wealth Management, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of CVS by WT Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−13,647−100.0%Sold outHolders
Q1 202313,647$1.01M0.4%−351−2.5%ReducedHolders
Q4 202213,998$1.30M0.6%−371−2.6%ReducedHolders
Q3 202214,369$1.37M0.7%−293−2.0%ReducedHolders
Q2 202214,662$1.36M0.7%−628−4.1%ReducedHolders
Q1 202215,290$1.55M0.6%−2,536−14.2%ReducedHolders
Q4 202117,826$1.84M0.7%+545+3.2%AddedHolders
Q3 202117,281$1.47M0.6%+4,240+32.5%AddedHolders
Q2 202113,041$1.09M0.4%+13,041NewHolders