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Angeles Investment Advisors’s CVS Health CVS Stock Holding History

Angeles Investment Advisors’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
-5,706
Closed -$256K – 79
2024
Q4 		$256K Buy
5,706
+204
+4% +$11.4K 0.01% 156
2024
Q3 		$346K Sell
5,502
-162
-3% -$9.45K 0.02% 151
2024
Q2 		$335K Sell
5,664
-993
-15% -$62.1K 0.02% 154
2024
Q1 		$531K Buy
6,657
+258
+4% +$19.7K 0.03% 106
2023
Q4 		$505K Buy
6,399
+121
+2% +$8.61K 0.03% 96
2023
Q3 		$438K Sell
6,278
-231
-4% -$16.4K 0.03% 94
2023
Q2 		$450K Buy
6,509
+569
+10% +$40.5K 0.04% 74
2023
Q1 		$441K Buy
5,940
+3,159
+114% +$265K 0.04% 70
2022
Q4 		$259K Buy
+2,781
New +$268K 0.02% 96
2022
Q3 		– Sell
-2,535
Closed -$235K – 66
2022
Q2 		$235K Sell
2,535
-1,225
-33% -$120K 0.02% 95
2022
Q1 		$381K Sell
3,760
-1,722
-31% -$181K 0.03% 64
2021
Q4 		$566K Sell
5,482
-237
-4% -$21.9K 0.03% 112
2021
Q3 		$485K Buy
+5,719
New +$479K 0.03% 109

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Angeles Investment Advisors's CVS Position: Q1 2025 in Review

Angeles Investment Advisors sold out of CVS Health (CVS) in Q1 2025, closing a stake of 5,706 shares — an estimated $256K sold.

Angeles Investment Advisors first reported a position in CVS in Q3 2021 and held it in 13 quarters. The position peaked at $566K in Q4 2021. 1,752 funds tracked by Wall St. Rank hold CVS as of Q1 2025.

  • Angeles Investment Advisors reported no remaining CVS Health position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 5,706 CVS Health shares in Q1 2025, an estimated $256K.
  • Angeles Investment Advisors first reported a position in CVS Health in Q3 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's CVS Health position peaked at $566K in Q4 2021.
  • 1,752 funds tracked by Wall St. Rank held CVS Health as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.