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
2019
Q4 		– Sell
-7
Closed -$4K – 232
2019
Q3 		$4K Hold
7
– – ﹤0.01% 881
2019
Q2 		$1K Buy
+7
New +$377 ﹤0.01% 1018

Other funds holding CVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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. 1,088 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.
  • 1,088 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.