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
Q2 		$974K Sell
9,419
-202
-2% -$18K 0.06% 231
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 $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

GC Wealth Management RIA's CVS Position: Q2 2026 in Review

GC Wealth Management RIA reduced its CVS Health (CVS) stake by 2.1% in Q2 2026, selling an estimated $18K and leaving 9,419 shares worth $974K. The position accounts for 0.06% of the portfolio, ranked #231.

GC Wealth Management RIA first reported a position in CVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2025. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • GC Wealth Management RIA held 9,419 shares of CVS Health worth $974K as of Q2 2026.
  • GC Wealth Management RIA sold 202 CVS Health shares in Q2 2026, an estimated $18K.
  • CVS Health made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #231 holding.
  • GC Wealth Management RIA first reported a position in CVS Health in Q4 2023 and has held it in 11 quarters since.
  • GC Wealth Management RIA's CVS Health position peaked at $2.08M in Q3 2025.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.