Angeles Wealth Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$356K Buy
+3,443
New +$307K 0.02% 350
2022
Q4
Sell
-2,258
Closed -$215K 213
2022
Q3
$215K Buy
+2,258
New +$224K 0.04% 150

Other funds holding CVS

Angeles Wealth Management's CVS Position: Q2 2026 in Review

Angeles Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 3,443 shares worth $356K. The stake represents 0.02% of the portfolio and ranks #350 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in CVS as recently as Q3 2022.

Angeles Wealth Management first reported a position in CVS in Q3 2022 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Angeles Wealth Management held 3,443 shares of CVS Health worth $356K as of Q2 2026.
  • CVS Health was a new Angeles Wealth Management position in Q2 2026.
  • CVS Health made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Angeles Wealth Management first reported a position in CVS Health in Q3 2022 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.