GRR
CVS icon

Golden Reserve Retirement’s CVS Health CVS Stock Holding History

Golden Reserve Retirement’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
Q1 		– Sell
-7,160
Closed -$568K – 109
2025
Q4 		$568K Buy
+7,160
New +$564K 0.1% 46
2025
Q3 		– Sell
-6,784
Closed -$468K – 23
2025
Q2 		$468K Buy
+6,784
New +$445K 0.15% 9

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Golden Reserve Retirement's CVS Position: Q1 2026 in Review

Golden Reserve Retirement sold out of CVS Health (CVS) in Q1 2026, closing a stake of 7,160 shares — an estimated $568K sold.

Golden Reserve Retirement first reported a position in CVS in Q2 2025 and held it in 2 quarters. The position peaked at $568K in Q4 2025. 1,873 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Golden Reserve Retirement reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Golden Reserve Retirement sold 7,160 CVS Health shares in Q1 2026, an estimated $568K.
  • Golden Reserve Retirement first reported a position in CVS Health in Q2 2025 and held it in 2 quarters.
  • Golden Reserve Retirement's CVS Health position peaked at $568K in Q4 2025.
  • 1,873 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Golden Reserve Retirement's 13F filing for Q1 2026, filed 20 Apr 2026.