SGK
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Steigerwald Gordon & Koch’s CVS Health CVS Stock Holding History

Steigerwald Gordon & Koch’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 		$257K Buy
2,481
+235
+10% +$21K 0.03% 130
2026
Q1 		$161K Sell
2,246
-130
-5% -$10K 0.02% 158
2025
Q4 		$189K Buy
2,376
+338
+17% +$26.6K 0.02% 151
2025
Q3 		$154K Buy
+2,038
New +$140K 0.01% 169

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

Steigerwald Gordon & Koch's CVS Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its CVS Health (CVS) stake by 10% in Q2 2026, buying an estimated $21K and bringing the position to 2,481 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #130.

Steigerwald Gordon & Koch first reported a position in CVS in Q3 2025 and has held it in 4 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Steigerwald Gordon & Koch held 2,481 shares of CVS Health worth $257K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 235 CVS Health shares in Q2 2026, an estimated $21K.
  • CVS Health made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #130 holding.
  • Steigerwald Gordon & Koch first reported a position in CVS Health in Q3 2025 and has held it in 4 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.