KWM
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Kingsview Wealth Management’s CVS Health CVS Stock Holding History

Kingsview 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
Q1 		$2.66M Buy
36,980
+973
+3% +$75K 0.04% 454
2025
Q4 		$2.86M Sell
36,007
-68,425
-66% -$5.39M 0.04% 403
2025
Q3 		$7.87M Buy
104,432
+79,340
+316% +$5.44M 0.12% 178
2025
Q2 		$1.73M Sell
25,092
-2,209
-8% -$145K 0.03% 460
2025
Q1 		$1.85M Sell
27,301
-157,333
-85% -$9.42M 0.03% 405
2024
Q4 		$8.29M Buy
184,634
+15,400
+9% +$864K 0.16% 140
2024
Q3 		$10.6M Buy
169,234
+3,105
+2% +$181K 0.22% 86
2024
Q2 		$9.81M Buy
166,129
+29,685
+22% +$1.86M 0.23% 88
2024
Q1 		$10.9M Buy
136,444
+7,088
+5% +$541K 0.27% 74
2023
Q4 		$10.2M Buy
129,356
+99,128
+328% +$7.06M 0.31% 71
2023
Q3 		$2.11M Sell
30,228
-3,296
-10% -$234K 0.08% 272
2023
Q2 		$2.32M Sell
33,524
-3,892
-10% -$277K 0.09% 224
2023
Q1 		$2.78M Sell
37,416
-2,193
-6% -$184K 0.12% 188
2022
Q4 		$3.69M Sell
39,609
-304
-0.8% -$29.3K 0.16% 148
2022
Q3 		$3.81M Buy
39,913
+1,728
+5% +$171K 0.18% 132
2022
Q2 		$3.54M Sell
38,185
-10,187
-21% -$994K 0.17% 136
2022
Q1 		$4.9M Buy
48,372
+13,445
+38% +$1.41M 0.22% 109
2021
Q4 		$3.6M Buy
34,927
+3,722
+12% +$344K 0.15% 151
2021
Q3 		$2.65M Buy
31,205
+1,449
+5% +$121K 0.13% 180
2021
Q2 		$2.45M Buy
29,756
+1,587
+6% +$130K 0.12% 184
2021
Q1 		$2.09M Sell
28,169
-9,441
-25% -$688K 0.12% 186
2020
Q4 		$2.57M Buy
37,610
+10,019
+36% +$652K 0.19% 126
2020
Q3 		$1.61M Sell
27,591
-838
-3% -$52.1K 0.14% 155
2020
Q2 		$1.85M Sell
28,429
-453
-2% -$28.5K 0.18% 135
2020
Q1 		$1.71M Buy
28,882
+13,105
+83% +$875K 0.23% 114
2019
Q4 		$1.17M Buy
15,777
+3,957
+33% +$278K 0.15% 176
2019
Q3 		$745K Buy
11,820
+92
+0.8% +$5.45K 0.12% 188
2019
Q2 		$639K Sell
11,728
-134
-1% -$7.22K 0.11% 203
2019
Q1 		$640K Buy
11,862
+5,713
+93% +$353K 0.1% 230
2018
Q4 		$403K Sell
6,149
-1,684
-21% -$126K 0.09% 239
2018
Q3 		$617K Buy
7,833
+3,522
+82% +$252K 0.13% 205
2018
Q2 		$277K Sell
4,311
-307
-7% -$20.2K 0.07% 272
2018
Q1 		$287K Sell
4,618
-411
-8% -$29.5K 0.07% 261
2017
Q4 		$365K Buy
5,029
+810
+19% +$58.9K 0.13% 215
2017
Q3 		$343K Sell
4,219
-3,548
-46% -$281K 0.15% 193
2017
Q2 		$625K Buy
7,767
+244
+3% +$19.3K 0.32% 102
2017
Q1 		$590K Buy
+7,523
New +$601K 0.35% 101

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Kingsview Wealth Management's CVS Position: Q1 2026 in Review

Kingsview Wealth Management increased its CVS Health (CVS) stake by 2.7% in Q1 2026, buying an estimated $75K and bringing the position to 36,980 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #454.

Kingsview Wealth Management first reported a position in CVS in Q1 2017 and has held it in 37 quarters since. The position peaked at $10.9M in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Kingsview Wealth Management held 36,980 shares of CVS Health worth $2.66M as of Q1 2026.
  • Kingsview Wealth Management bought 973 CVS Health shares in Q1 2026, an estimated $75K.
  • CVS Health made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #454 holding.
  • Kingsview Wealth Management first reported a position in CVS Health in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's CVS Health position peaked at $10.9M in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.