Guardian Wealth Advisors (North Carolina)’s CVS Health CVS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-2,751	Closed	-$218K	–	617
2025 Q4	$218K	Buy	2,751 +11	+0.4%	+$867	0.01%	348
2025 Q3	$207K	Buy	+2,740	New	+$188K	0.01%	343
2024 Q2	–	Sell	-5,203	Closed	-$415K	–	440
2024 Q1	$415K	Buy	5,203 +256	+5%	+$19.6K	0.05%	179
2023 Q4	$391K	Sell	4,947 -451	-8%	-$32.1K	0.06%	165
2023 Q3	$377K	Sell	5,398 -628	-10%	-$44.5K	0.06%	153
2023 Q2	$417K	Buy	6,026 +2	+0%	+$142	0.07%	143
2023 Q1	$448K	Buy	6,024 +828	+16%	+$69.4K	0.08%	130
2022 Q4	$484K	Buy	5,196 +139	+3%	+$13.4K	0.09%	115
2022 Q3	$482K	Buy	5,057 +1,353	+37%	+$134K	0.09%	106
2022 Q2	$343K	Buy	3,704 +633	+21%	+$61.8K	0.06%	132
2022 Q1	$311K	Buy	+3,071	New	+$323K	0.13%	117

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CVS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of CVS Health (CVS) in Q1 2026, closing a stake of 2,751 shares — an estimated $218K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CVS in Q1 2022 and held it in 11 quarters. The position peaked at $484K in Q4 2022. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,751 CVS Health shares in Q1 2026, an estimated $218K.
Guardian Wealth Advisors (North Carolina) first reported a position in CVS Health in Q1 2022 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s CVS Health position peaked at $484K in Q4 2022.
1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.