GSWM
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Golden State Wealth Management’s CVS Health CVS Stock Holding History

Golden State 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 		$187K Buy
1,805
+242
+15% +$21.6K 0.02% 428
2026
Q1 		$112K Buy
1,563
+261
+20% +$20.1K 0.01% 492
2025
Q4 		$103K Sell
1,302
-27
-2% -$2.13K 0.01% 514
2025
Q3 		$100K Buy
1,329
+111
+9% +$7.61K 0.01% 503
2025
Q2 		$84K Buy
1,218
+927
+319% +$60.8K 0.01% 531
2025
Q1 		$19.7K Buy
291
+215
+283% +$12.9K ﹤0.01% 804
2024
Q4 		$3.42K Buy
+76
New +$4.26K ﹤0.01% 1180
2022
Q1 		– Sell
-2,266
Closed -$234K – 317
2021
Q4 		$234K Buy
+2,266
New +$209K 0.04% 333
2020
Q4 		– Sell
-1,689
Closed -$99K – 266
2020
Q3 		$99K Sell
1,689
-1,983
-54% -$123K 0.03% 262
2020
Q2 		$239K Buy
3,672
+2,066
+129% +$130K 0.08% 160
2020
Q1 		$95K Buy
+1,606
New +$107K 0.04% 254
2019
Q4 		– Sell
-2,051
Closed -$129K – 233
2019
Q3 		$129K Sell
2,051
-256
-11% -$15.2K 0.04% 276
2019
Q2 		$125K Buy
2,307
+899
+64% +$48.4K 0.04% 301
2019
Q1 		$76K Buy
+1,408
New +$86.9K 0.03% 366

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

Golden State Wealth Management's CVS Position: Q2 2026 in Review

Golden State Wealth Management increased its CVS Health (CVS) stake by 15% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,805 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #428.

Golden State Wealth Management first reported a position in CVS in Q1 2019 and has held it in 14 quarters since. The position peaked at $239K in Q2 2020. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Golden State Wealth Management held 1,805 shares of CVS Health worth $187K as of Q2 2026.
  • Golden State Wealth Management bought 242 CVS Health shares in Q2 2026, an estimated $21.6K.
  • CVS Health made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #428 holding.
  • Golden State Wealth Management first reported a position in CVS Health in Q1 2019 and has held it in 14 quarters since.
  • Golden State Wealth Management's CVS Health position peaked at $239K in Q2 2020.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.