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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CVS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CVS Position History
CVS Health Corporation • Healthcare
Quarters held
5
Latest value
$40.6M
Q3 2026
Peak value
$41.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.6M |
| Q4 2025 | $35.2M |
| Q1 2026 | $25.1M |
| Q2 2026 | $41.8M |
| Q3 2026 | $40.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40.6M | 495.5K | — | — |
| Q2 2026 | $41.8M | 428.3K | — | — |
| Q1 2026 | $25.1M | 367.1K | — | — |
| Q4 2025 | $35.2M | 436.1K | — | — |
| Q3 2025 | $30.6M | 396.4K | — | — |
Other funds holding CVS
$8.6B
$7.9B
$7.6B
$6.2B
$6.2B
$5.5B
$5.2B