GWM
CVS icon

GK Wealth Management’s CVS Health CVS Stock Holding History

GK 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 		$307K Buy
+2,964
New +$265K 0.16% 154
2026
Q1 		– Sell
-3,181
Closed -$252K – 91
2025
Q4 		$252K Sell
3,181
-296
-9% -$23.3K 0.17% 143
2025
Q3 		$262K Buy
3,477
+51
+1% +$3.5K 0.19% 129
2025
Q2 		$236K Sell
3,426
-311
-8% -$20.4K 0.21% 125
2025
Q1 		$253K Buy
+3,737
New +$224K 0.29% 100

Other funds holding CVS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

GK Wealth Management opened a new position in CVS Health (CVS) in Q2 2026: 2,964 shares worth $307K. The stake represents 0.16% of the portfolio and ranks #154 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in CVS as recently as Q4 2025.

GK Wealth Management first reported a position in CVS in Q1 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • GK Wealth Management held 2,964 shares of CVS Health worth $307K as of Q2 2026.
  • CVS Health was a new GK Wealth Management position in Q2 2026.
  • CVS Health made up 0.16% of GK Wealth Management's portfolio in Q2 2026, its #154 holding.
  • GK Wealth Management first reported a position in CVS Health in Q1 2025 and has held it in 5 quarters since.
  • 712 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.