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
2018
Q3 		– Sell
-300
Closed -$2K – 422
2018
Q2 		$2K Buy
+300
New +$19.8K ﹤0.01% 351
2018
Q1 		– Sell
-1,400
Closed -$1K – 379
2017
Q4 		$1K Buy
+1,400
New +$102K ﹤0.01% 374
2017
Q2 		– Sell
-200
Closed -$2K – 365
2017
Q1 		$2K Buy
+200
New +$16K ﹤0.01% 272

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.