PWM
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Pines Wealth Management’s CVS Health CVS Stock Holding History

Pines 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 		$508K Buy
4,906
+477
+11% +$42.6K 0.15% 137
2026
Q1 		$318K Sell
4,429
-369
-8% -$28.4K 0.1% 169
2025
Q4 		$381K Sell
4,798
-709
-13% -$55.9K 0.12% 151
2025
Q3 		$415K Sell
5,507
-880
-14% -$60.3K 0.14% 146
2025
Q2 		$431K Buy
6,387
+1,367
+27% +$89.6K 0.15% 140
2025
Q1 		$340K Buy
+5,020
New +$300K 0.16% 138

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

Pines Wealth Management's CVS Position: Q2 2026 in Review

Pines Wealth Management increased its CVS Health (CVS) stake by 11% in Q2 2026, buying an estimated $42.6K and bringing the position to 4,906 shares worth $508K. The position accounts for 0.15% of the portfolio, ranked #137.

Pines Wealth Management first reported a position in CVS in Q1 2025 and has held it in 6 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Pines Wealth Management held 4,906 shares of CVS Health worth $508K as of Q2 2026.
  • Pines Wealth Management bought 477 CVS Health shares in Q2 2026, an estimated $42.6K.
  • CVS Health made up 0.15% of Pines Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Pines Wealth Management first reported a position in CVS Health in Q1 2025 and has held it in 6 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

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