GWMR
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GC Wealth Management RIA’s CVS Health CVS Stock Holding History

GC Wealth Management RIA’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 		$691K Sell
9,621
-886
-8% -$68.3K 0.03% 297
2025
Q4 		$834K Sell
10,507
-17,120
-62% -$1.35M 0.03% 262
2025
Q3 		$2.08M Buy
27,627
+18,574
+205% +$1.27M 0.07% 207
2025
Q2 		$624K Buy
9,053
+2,312
+34% +$152K 0.05% 283
2025
Q1 		$457K Buy
6,741
+152
+2% +$9.1K 0.08% 192
2024
Q4 		$296K Sell
6,589
-1,859
-22% -$104K 0.05% 246
2024
Q3 		$531K Sell
8,448
-106
-1% -$6.18K 0.09% 187
2024
Q2 		$505K Sell
8,554
-8,980
-51% -$562K 0.1% 168
2024
Q1 		$1.4M Buy
17,534
+2,022
+13% +$154K 0.28% 71
2023
Q4 		$1.22M Buy
+15,512
New +$1.1M 0.55% 48

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