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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

CVS holding history

CVS Health Corp in every 13F filed by Cornerstone Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
6,615
Value
$684.3K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of CVS by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,615$684.3K<0.1%+566+9.4%AddedHolders
Q1 20266,049$467.9K<0.1%+932+18.2%AddedHolders
Q4 20255,117$406.1K<0.1%+201+4.1%AddedHolders
Q3 20254,916$370.6K<0.1%+1,064+27.6%AddedHolders
Q2 20253,852$265.7K<0.1%+3,852NewHolders
Q2 20240$00.0%−2,598−100.0%Sold outHolders
Q1 20242,598$207.2K<0.1%+2,598NewHolders
Q2 20230$00.0%−49,245−100.0%Sold outHolders
Q1 202349,245$3.66M0.7%+1,440+3.0%AddedHolders
Q4 202247,805$4.45M0.8%+845+1.8%AddedHolders
Q3 202246,960$4.48M1.0%+418+0.9%AddedHolders
Q2 202246,542$4.31M0.9%+4,229+10.0%AddedHolders
Q1 202242,313$4.28M0.8%+1,125+2.7%AddedHolders
Q4 202141,188$4.25M0.7%+445+1.1%AddedHolders
Q3 202140,743$3.46M0.6%+1,483+3.8%AddedHolders
Q2 202139,260$3.17M0.6%+1,245+3.3%AddedHolders
Q1 202138,015$2.92M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.