CWG
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Cornerstone Wealth Group’s CVS Health CVS Stock Holding History

Cornerstone Wealth Group’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
Q1 		$468K Buy
6,049
+932
+18% +$71.8K 0.03% 239
2025
Q4 		$406K Buy
5,117
+201
+4% +$15.8K 0.03% 231
2025
Q3 		$371K Buy
4,916
+1,064
+28% +$72.9K 0.03% 234
2025
Q2 		$266K Buy
+3,852
New +$253K 0.02% 267
2024
Q2 		– Sell
-2,598
Closed -$207K – 251
2024
Q1 		$207K Buy
+2,598
New +$198K 0.02% 233
2023
Q2 		– Sell
-49,245
Closed -$3.66M – 149
2023
Q1 		$3.66M Buy
49,245
+1,440
+3% +$121K 0.65% 57
2022
Q4 		$4.45M Buy
47,805
+845
+2% +$81.5K 0.84% 36
2022
Q3 		$4.48M Buy
46,960
+418
+0.9% +$41.4K 0.99% 36
2022
Q2 		$4.31M Buy
46,542
+4,229
+10% +$413K 0.9% 41
2022
Q1 		$4.28M Buy
42,313
+1,125
+3% +$118K 0.79% 40
2021
Q4 		$4.25M Buy
41,188
+445
+1% +$41.1K 0.73% 42
2021
Q3 		$3.46M Buy
40,743
+1,483
+4% +$124K 0.61% 53
2021
Q2 		$3.17M Buy
39,260
+1,245
+3% +$102K 0.65% 57
2021
Q1 		$2.92M Buy
38,015
+347
+0.9% +$25.3K 0.59% 67
2020
Q4 		$2.57M Buy
+37,668
New +$2.45M 0.63% 62
2020
Q3 		– Sell
-38,314
Closed -$2.49M – 136
2020
Q2 		$2.49M Buy
38,314
+1,570
+4% +$98.9K 0.62% 46
2020
Q1 		$2.18M Buy
36,744
+1,430
+4% +$95.5K 0.77% 41
2019
Q4 		$2.62M Sell
35,314
-1,028
-3% -$72.2K 0.71% 47
2019
Q3 		$2.29M Buy
36,342
+4,254
+13% +$252K 0.58% 56
2019
Q2 		$1.75M Buy
+32,088
New +$1.73M 0.47% 61

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Wealth Group's CVS Position: Q1 2026 in Review

Cornerstone Wealth Group increased its CVS Health (CVS) stake by 18% in Q1 2026, buying an estimated $71.8K and bringing the position to 6,049 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #239.

Cornerstone Wealth Group first reported a position in CVS in Q2 2019 and has held it in 20 quarters since. The position peaked at $4.48M in Q3 2022. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Cornerstone Wealth Group held 6,049 shares of CVS Health worth $468K as of Q1 2026.
  • Cornerstone Wealth Group bought 932 CVS Health shares in Q1 2026, an estimated $71.8K.
  • CVS Health made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #239 holding.
  • Cornerstone Wealth Group first reported a position in CVS Health in Q2 2019 and has held it in 20 quarters since.
  • Cornerstone Wealth Group's CVS Health position peaked at $4.48M in Q3 2022.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.