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WealthBridge Capital Management’s CVS Health CVS Stock Holding History

WealthBridge Capital 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 		$269K Buy
3,751
+21
+0.6% +$1.62K 0.06% 190
2025
Q4 		$296K Sell
3,730
-50
-1% -$3.94K 0.07% 171
2025
Q3 		$285K Buy
3,780
+34
+0.9% +$2.33K 0.07% 173
2025
Q2 		$258K Buy
3,746
+228
+6% +$15K 0.07% 185
2025
Q1 		$238K Buy
+3,518
New +$211K 0.07% 182
2024
Q4 		– Sell
-3,496
Closed -$220K – 204
2024
Q3 		$220K Sell
3,496
-126
-3% -$7.35K 0.06% 198
2024
Q2 		$214K Sell
3,622
-132
-4% -$8.26K 0.07% 173
2024
Q1 		$299K Buy
+3,754
New +$287K 0.1% 130
2023
Q1 		– Sell
-2,828
Closed -$264K – 192
2022
Q4 		$264K Buy
2,828
+65
+2% +$6.27K 0.11% 159
2022
Q3 		$256K Hold
2,763
– – 0.11% 163
2022
Q2 		$256K Buy
2,763
+216
+8% +$21.1K 0.11% 163
2022
Q1 		$258K Buy
2,547
+1
+0% +$105 0.1% 149
2021
Q4 		$263K Sell
2,546
-600
-19% -$55.4K 0.1% 142
2021
Q3 		$267K Hold
3,146
– – 0.1% 137
2021
Q2 		$263K Sell
3,146
-1,000
-24% -$81.9K 0.1% 138
2021
Q1 		$312K Hold
4,146
– – 0.13% 118
2020
Q4 		$283K Buy
4,146
+40
+1% +$2.6K 0.12% 114
2020
Q3 		$240K Sell
4,106
-187
-4% -$11.6K 0.12% 111
2020
Q2 		$279K Sell
4,293
-54
-1% -$3.4K 0.16% 98
2020
Q1 		$258K Buy
4,347
+302
+7% +$20.2K 0.18% 89
2019
Q4 		$301K Hold
4,045
– – 0.19% 93
2019
Q3 		$255K Sell
4,045
-150
-4% -$8.89K 0.18% 96
2019
Q2 		$275K Sell
4,195
-257
-6% -$13.8K 0.25% 81
2019
Q1 		$246K Buy
4,452
+257
+6% +$15.9K 0.16% 93
2018
Q4 		$275K Buy
+4,195
New +$313K 0.21% 81

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

WealthBridge Capital Management's CVS Position: Q1 2026 in Review

WealthBridge Capital Management increased its CVS Health (CVS) stake by 0.56% in Q1 2026, buying an estimated $1.62K and bringing the position to 3,751 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #190.

WealthBridge Capital Management first reported a position in CVS in Q4 2018 and has held it in 25 quarters since. The position peaked at $312K in Q1 2021. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • WealthBridge Capital Management held 3,751 shares of CVS Health worth $269K as of Q1 2026.
  • WealthBridge Capital Management bought 21 CVS Health shares in Q1 2026, an estimated $1.62K.
  • CVS Health made up 0.06% of WealthBridge Capital Management's portfolio in Q1 2026, its #190 holding.
  • WealthBridge Capital Management first reported a position in CVS Health in Q4 2018 and has held it in 25 quarters since.
  • WealthBridge Capital Management's CVS Health position peaked at $312K in Q1 2021.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.