WSFG
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Wall Street Financial Group’s CVS Health CVS Stock Holding History

Wall Street Financial Group’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 		– Sell
-1,452
Closed -$104K – 237
2026
Q1 		$104K Buy
+1,452
New +$112K 0.06% 182

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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

Wall Street Financial Group's CVS Position: Q2 2026 in Review

Wall Street Financial Group sold out of CVS Health (CVS) in Q2 2026, closing a stake of 1,452 shares — an estimated $104K sold.

Wall Street Financial Group first reported a position in CVS in Q1 2026 and held it in 1 quarter. The position peaked at $104K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Wall Street Financial Group reported no remaining CVS Health position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 1,452 CVS Health shares in Q2 2026, an estimated $104K.
  • Wall Street Financial Group first reported a position in CVS Health in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's CVS Health position peaked at $104K in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.