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BOLTON SECURITIES CORPORATION’s CVS Health CVS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$850K Buy
+11,831
New +$911K 0.04% 403
2025
Q3 		$1.12M Buy
+14,871
New +$1.02M 0.05% 344
2025
Q1 		$1.08M Buy
+15,999
New +$957K 0.06% 321

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 $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CVS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in CVS Health (CVS) in Q1 2026: 11,831 shares worth $850K. The stake represents 0.04% of the portfolio and ranks #403 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CVS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in CVS in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q3 2025. 1,888 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 11,831 shares of CVS Health worth $850K as of Q1 2026.
  • CVS Health was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • CVS Health made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #403 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in CVS Health in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's CVS Health position peaked at $1.12M in Q3 2025.
  • 1,888 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.