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
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 $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

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

Pines Wealth Management reduced its CVS Health (CVS) stake by 7.7% in Q1 2026, selling an estimated $28.4K and leaving 4,429 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #169.

Pines Wealth Management first reported a position in CVS in Q1 2025 and has held it in 5 quarters since. The position peaked at $431K in Q2 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Pines Wealth Management held 4,429 shares of CVS Health worth $318K as of Q1 2026.
  • Pines Wealth Management sold 369 CVS Health shares in Q1 2026, an estimated $28.4K.
  • CVS Health made up 0.1% of Pines Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Pines Wealth Management first reported a position in CVS Health in Q1 2025 and has held it in 5 quarters since.
  • Pines Wealth Management's CVS Health position peaked at $431K in Q2 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.