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GoalVest Advisory’s CVS Health CVS Stock Holding History

GoalVest Advisory’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 		$48.5K Buy
469
+61
+15% +$5.45K 0.01% 214
2026
Q1 		$29.3K Hold
408
– – 0.01% 284
2025
Q4 		$32.4K Buy
+408
New +$32.2K 0.01% 286
2025
Q2 		– Sell
-6
Closed -$407 – 405
2025
Q1 		$407 Sell
6
-171
-97% -$10.2K ﹤0.01% 380
2024
Q4 		$7.95K Buy
+177
New +$9.93K ﹤0.01% 292
2024
Q1 		– Sell
-48
Closed -$3.79K – 424
2023
Q4 		$3.79K Buy
48
+40
+500% +$2.85K ﹤0.01% 300
2023
Q3 		$559 Buy
+8
New +$567 ﹤0.01% 455
2022
Q2 		– Sell
-16
Closed -$2K – 355
2022
Q1 		$2K Buy
+16
New +$1.68K ﹤0.01% 287

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 $3.37T AUM 44.26% 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

GoalVest Advisory's CVS Position: Q2 2026 in Review

GoalVest Advisory increased its CVS Health (CVS) stake by 15% in Q2 2026, buying an estimated $5.45K and bringing the position to 469 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #214.

GoalVest Advisory first reported a position in CVS in Q1 2022 and has held it in 8 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • GoalVest Advisory held 469 shares of CVS Health worth $48.5K as of Q2 2026.
  • GoalVest Advisory bought 61 CVS Health shares in Q2 2026, an estimated $5.45K.
  • CVS Health made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #214 holding.
  • GoalVest Advisory first reported a position in CVS Health in Q1 2022 and has held it in 8 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.