GSEP
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Golden State Equity Partners’s CVS Health CVS Stock Holding History

Golden State Equity Partners’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 		$9.21K Sell
89
-9,687
-99% -$865K 0.02% 226
2026
Q1 		$702K Sell
9,776
-359
-4% -$27.7K 0.05% 360
2025
Q4 		$804K Buy
+10,135
New +$799K 0.13% 177
2024
Q4 		– Sell
-1,315
Closed -$82.7K – 548
2024
Q3 		$82.7K Buy
+1,315
New +$76.7K 0.01% 489

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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

Golden State Equity Partners's CVS Position: Q2 2026 in Review

Golden State Equity Partners reduced its CVS Health (CVS) stake by 99% in Q2 2026, selling an estimated $865K and leaving 89 shares worth $9.21K. The position accounts for 0.02% of the portfolio, ranked #226.

Golden State Equity Partners first reported a position in CVS in Q3 2024 and has held it in 4 quarters since. The position peaked at $804K in Q4 2025. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Golden State Equity Partners held 89 shares of CVS Health worth $9.21K as of Q2 2026.
  • Golden State Equity Partners sold 9,687 CVS Health shares in Q2 2026, an estimated $865K.
  • CVS Health made up 0.02% of Golden State Equity Partners's portfolio in Q2 2026, its #226 holding.
  • Golden State Equity Partners first reported a position in CVS Health in Q3 2024 and has held it in 4 quarters since.
  • Golden State Equity Partners's CVS Health position peaked at $804K in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.