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Gilpin Wealth Management’s CVS Health CVS Stock Holding History

Gilpin 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
Q3 		$2.91K Buy
34
+3
+10% +$294 ﹤0.01% 537
2026
Q2 		$3.21K Hold
31
– – ﹤0.01% 400
2026
Q1 		$2.23K Hold
31
– – ﹤0.01% 419
2025
Q4 		$2.46K Buy
+31
New +$2.44K ﹤0.01% 382

Other funds holding CVS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's CVS Position: Q3 2026 in Review

Gilpin Wealth Management increased its CVS Health (CVS) stake by 9.7% in Q3 2026, buying an estimated $294 and bringing the position to 34 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Gilpin Wealth Management first reported a position in CVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.21K in Q2 2026. 93 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Gilpin Wealth Management held 34 shares of CVS Health worth $2.91K as of Q3 2026.
  • Gilpin Wealth Management bought 3 CVS Health shares in Q3 2026, an estimated $294.
  • CVS Health made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #537 holding.
  • Gilpin Wealth Management first reported a position in CVS Health in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's CVS Health position peaked at $3.21K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.