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Rialto Wealth Management’s CVS Health CVS Stock Holding History

Rialto 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 		$36.1K Buy
349
+164
+89% +$14.6K 0.01% 356
2026
Q1 		$13.3K Buy
185
+9
+5% +$693 ﹤0.01% 439
2025
Q4 		$14K Buy
176
+4
+2% +$315 ﹤0.01% 411
2025
Q3 		$13K Hold
172
– – ﹤0.01% 395
2025
Q2 		$11.9K Buy
172
+7
+4% +$459 ﹤0.01% 405
2025
Q1 		$11.2K Buy
165
+1
+0.6% +$60 ﹤0.01% 397
2024
Q4 		$7.36K Buy
+164
New +$9.2K ﹤0.01% 428

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

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

Rialto Wealth Management increased its CVS Health (CVS) stake by 89% in Q2 2026, buying an estimated $14.6K and bringing the position to 349 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #356.

Rialto Wealth Management first reported a position in CVS in Q4 2024 and has held it in 7 quarters since. 2,067 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Rialto Wealth Management held 349 shares of CVS Health worth $36.1K as of Q2 2026.
  • Rialto Wealth Management bought 164 CVS Health shares in Q2 2026, an estimated $14.6K.
  • CVS Health made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Rialto Wealth Management first reported a position in CVS Health in Q4 2024 and has held it in 7 quarters since.
  • 2,067 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.