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Altus Wealth Group’s CVS Health CVS Stock Holding History

Altus Wealth 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
2025
Q1 		– Sell
-5,501
Closed -$247K – 138
2024
Q4 		$247K Buy
5,501
+287
+6% +$16.1K 0.11% 125
2024
Q3 		$328K Sell
5,214
-11
-0.2% -$642 0.14% 107
2024
Q2 		$309K Buy
+5,225
New +$327K 0.15% 104
2021
Q1 		– Sell
-476
Closed -$32K – 306
2020
Q4 		$32K Buy
+476
New +$31K 0.03% 282

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Altus Wealth Group's CVS Position: Q1 2025 in Review

Altus Wealth Group sold out of CVS Health (CVS) in Q1 2025, closing a stake of 5,501 shares — an estimated $247K sold.

Altus Wealth Group first reported a position in CVS in Q4 2020 and held it in 4 quarters. The position peaked at $328K in Q3 2024. 1,756 funds tracked by Wall St. Rank hold CVS as of Q1 2025.

  • Altus Wealth Group reported no remaining CVS Health position as of Q1 2025 after selling out during the quarter.
  • Altus Wealth Group sold 5,501 CVS Health shares in Q1 2025, an estimated $247K.
  • Altus Wealth Group first reported a position in CVS Health in Q4 2020 and held it in 4 quarters.
  • Altus Wealth Group's CVS Health position peaked at $328K in Q3 2024.
  • 1,756 funds tracked by Wall St. Rank held CVS Health as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.