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Destination Wealth Management’s CVS Health CVS Stock Holding History

Destination 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 		$270K Buy
+2,610
New +$233K 0.01% 286
2019
Q3 		– Sell
-146
Closed -$8K – 219
2019
Q2 		$8K Sell
146
-30
-17% -$1.62K ﹤0.01% 450
2019
Q1 		$9K Buy
176
+80
+83% +$4.94K ﹤0.01% 489
2018
Q4 		$6K Buy
+96
New +$7.17K ﹤0.01% 434
2018
Q3 		– Sell
-654
Closed -$42K – 693
2018
Q2 		$42K Sell
654
-169
-21% -$11.1K ﹤0.01% 284
2018
Q1 		$82K Buy
+823
New +$59K 0.01% 204

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

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

Destination Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,610 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in CVS as recently as Q2 2019.

Destination Wealth Management first reported a position in CVS in Q1 2018 and has held it in 6 quarters since. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Destination Wealth Management held 2,610 shares of CVS Health worth $270K as of Q2 2026.
  • CVS Health was a new Destination Wealth Management position in Q2 2026.
  • CVS Health made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Destination Wealth Management first reported a position in CVS Health in Q1 2018 and has held it in 6 quarters since.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.