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Global Wealth Strategies & Associates’s CVS Health CVS Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-938
Closed -$67.4K – 175
2026
Q1 		$67.4K Buy
938
+827
+745% +$63.7K 0.02% 144
2025
Q4 		$8.81K Buy
111
+17
+18% +$1.34K ﹤0.01% 323
2025
Q3 		$7.09K Hold
94
– – ﹤0.01% 318
2025
Q2 		$6.48K Hold
94
– – ﹤0.01% 248
2025
Q1 		$6.37K Hold
94
– – ﹤0.01% 301
2024
Q4 		$4.22K Hold
94
– – ﹤0.01% 275
2024
Q3 		$5.91K Hold
94
– – ﹤0.01% 229
2024
Q2 		$5.55K Hold
94
– – ﹤0.01% 213
2024
Q1 		$7.5K Hold
94
– – ﹤0.01% 196
2023
Q4 		$7.42K Hold
94
– – ﹤0.01% 185
2023
Q3 		$6.56K Hold
94
– – ﹤0.01% 192
2023
Q2 		$6.5K Hold
94
– – ﹤0.01% 191
2023
Q1 		$6.99K Buy
94
+10
+12% +$839 ﹤0.01% 191
2022
Q4 		$7.83K Buy
+84
New +$8.11K ﹤0.01% 174

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Global Wealth Strategies & Associates's CVS Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of CVS Health (CVS) in Q2 2026, closing a stake of 938 shares — an estimated $67.4K sold.

Global Wealth Strategies & Associates first reported a position in CVS in Q4 2022 and held it in 14 quarters. The position peaked at $67.4K in Q1 2026. 733 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 938 CVS Health shares in Q2 2026, an estimated $67.4K.
  • Global Wealth Strategies & Associates first reported a position in CVS Health in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's CVS Health position peaked at $67.4K in Q1 2026.
  • 733 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.