AWM
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Aries Wealth Management’s CVS Health CVS Stock Holding History

Aries Wealth Management’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
+2,170
New +$194K 0.04% 221
2024
Q2 		– Sell
-4,841
Closed -$386K – 209
2024
Q1 		$386K Sell
4,841
-53
-1% -$4.05K 0.12% 140
2023
Q4 		$386K Sell
4,894
-47
-1% -$3.35K 0.14% 135
2023
Q3 		$353K Hold
4,941
– – 0.14% 134
2023
Q2 		$342K Sell
4,941
-2,665
-35% -$190K 0.13% 141
2023
Q1 		$565K Hold
7,606
– – 0.23% 105
2022
Q4 		$709K Buy
7,606
+100
+1% +$9.65K 0.31% 87
2022
Q3 		$711K Buy
7,506
+250
+3% +$24.7K 0.31% 78
2022
Q2 		$672K Buy
+7,256
New +$708K 0.31% 75
2022
Q1 		– Sell
-6,926
Closed -$714K – 105
2021
Q4 		$714K Buy
6,926
+225
+3% +$20.8K 0.27% 84
2021
Q3 		$569K Buy
6,701
+110
+2% +$9.21K 0.24% 95
2021
Q2 		$550K Sell
6,591
-290
-4% -$23.7K 0.24% 94
2021
Q1 		$517K Sell
6,881
-192
-3% -$14K 0.23% 92
2020
Q4 		$529K Sell
7,073
-990
-12% -$64.4K 0.26% 86
2020
Q3 		$471K Sell
8,063
-1,327
-14% -$82.6K 0.27% 85
2020
Q2 		$610K Sell
9,390
-16
-0.2% -$1.01K 0.37% 67
2020
Q1 		$521K Buy
9,406
+40
+0.4% +$2.67K 0.4% 65
2019
Q4 		$692K Hold
9,366
– – 0.42% 62
2019
Q3 		$589K Sell
9,366
-391
-4% -$23.2K 0.39% 68
2019
Q2 		$542K Sell
9,757
-24
-0.2% -$1.29K 0.38% 74
2019
Q1 		$527K Buy
9,781
+1,434
+17% +$88.5K 0.39% 69
2018
Q4 		$547K Hold
8,347
– – 0.58% 56
2018
Q3 		$657K Sell
8,347
-200
-2% -$14.3K 0.59% 54
2018
Q2 		$554K Sell
8,547
-244
-3% -$16.1K 0.51% 58
2018
Q1 		$562K Sell
8,791
-420
-5% -$30.1K 0.54% 55
2017
Q4 		$736K Buy
+9,211
New +$670K 0.68% 48

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Aries Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,170 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #221 among its holdings. This is a return to the name: Aries Wealth Management previously reported a position in CVS as recently as Q1 2024.

Aries Wealth Management first reported a position in CVS in Q4 2017 and has held it in 26 quarters since. The position peaked at $736K in Q4 2017. 2,076 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Aries Wealth Management held 2,170 shares of CVS Health worth $224K as of Q2 2026.
  • CVS Health was a new Aries Wealth Management position in Q2 2026.
  • CVS Health made up 0.04% of Aries Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Aries Wealth Management first reported a position in CVS Health in Q4 2017 and has held it in 26 quarters since.
  • Aries Wealth Management's CVS Health position peaked at $736K in Q4 2017.
  • 2,076 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.