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Creative Planning CVS Position History
CVS Health Corporation • Healthcare
Quarters held
11
Latest value
$3K
Q3 2026
Peak value
$33.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.8M |
| Q3 2025 | $232K |
| Q4 2025 | $19M |
| Q4 2025 | $303K |
| Q1 2026 | $336K |
| Q1 2026 | $18.7M |
| Q2 2026 | $516K |
| Q2 2026 | $33.8M |
| Q3 2026 | $477K |
| Q3 2026 | $30.3M |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 100 | — | — |
| Q3 2026 | $30.3M | 353.1K | — | — |
| Q3 2026 | $477K | 5.6K | — | — |
| Q2 2026 | $33.8M | 327.1K | — | — |
| Q2 2026 | $516K | 5.0K | — | — |
| Q1 2026 | $18.7M | 260.4K | — | — |
| Q1 2026 | $336K | 4.7K | — | — |
| Q4 2025 | $303K | 3.8K | — | — |
| Q4 2025 | $19M | 238.9K | — | — |
| Q3 2025 | $232K | 3.1K | — | — |
| Q3 2025 | $13.8M | 182.5K | — | — |
Other funds holding CVS
$8.6B
$7.9B
$7.6B
$6.2B
$6.2B
$5.5B
$5.2B