Bullock Wealth Management’s CVS Health CVS Stock Holding History

Bullock 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	$277K	Buy	+2,643	New	+$236K	0.12%	149

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Bullock Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,643 shares worth $277K. The stake represents 0.12% of the portfolio and ranks #149 among its holdings.

2,055 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Bullock Wealth Management held 2,643 shares of CVS Health worth $277K as of Q2 2026.
CVS Health was a new Bullock Wealth Management position in Q2 2026.
CVS Health made up 0.12% of Bullock Wealth Management's portfolio in Q2 2026, its #149 holding.
2,055 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.