AWM
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Atticus Wealth Management’s CVS Health CVS Stock Holding History

Atticus Wealth 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
2025
Q1 		– Sell
-250
Closed -$11.2K – 523
2024
Q4 		$11.2K Hold
250
– – ﹤0.01% 382
2024
Q3 		$15.7K Hold
250
– – 0.01% 354
2024
Q2 		$14.8K Sell
250
-1
-0.4% -$63 ﹤0.01% 343
2024
Q1 		$20K Sell
251
-115
-31% -$8.78K 0.01% 324
2023
Q4 		$28.9K Buy
366
+219
+149% +$15.6K 0.01% 294
2023
Q3 		$10.3K Buy
147
+1
+0.7% +$71 ﹤0.01% 401
2023
Q2 		$10.1K Buy
146
+1
+0.7% +$71 ﹤0.01% 398
2023
Q1 		$10.8K Sell
145
-1,409
-91% -$118K ﹤0.01% 376
2022
Q4 		$145K Sell
1,554
-49
-3% -$4.73K 0.06% 149
2022
Q3 		$149K Hold
1,603
– – 0.07% 135
2022
Q2 		$149K Hold
1,603
– – 0.06% 151
2022
Q1 		$162K Buy
1,603
+1,280
+396% +$134K 0.06% 161
2021
Q4 		$33K Sell
323
-750
-70% -$69.3K 0.01% 271
2021
Q3 		$91K Sell
1,073
-1,589
-60% -$133K 0.04% 181
2021
Q2 		$222K Buy
2,662
+3
+0.1% +$246 0.1% 105
2021
Q1 		$200K Buy
2,659
+108
+4% +$7.87K 0.1% 109
2020
Q4 		$174K Buy
2,551
+4
+0.2% +$260 0.09% 109
2020
Q3 		$149K Buy
2,547
+65
+3% +$4.04K 0.09% 103
2020
Q2 		$161K Buy
2,482
+495
+25% +$31.2K 0.11% 98
2020
Q1 		$118K Sell
1,987
-43
-2% -$2.87K 0.1% 107
2019
Q4 		$151K Buy
+2,030
New +$143K 0.1% 103

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

Atticus Wealth Management's CVS Position: Q1 2025 in Review

Atticus Wealth Management sold out of CVS Health (CVS) in Q1 2025, closing a stake of 250 shares — an estimated $11.2K sold.

Atticus Wealth Management first reported a position in CVS in Q4 2019 and held it in 21 quarters. The position peaked at $222K in Q2 2021. 1,756 funds tracked by Wall St. Rank hold CVS as of Q1 2025.

  • Atticus Wealth Management reported no remaining CVS Health position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 250 CVS Health shares in Q1 2025, an estimated $11.2K.
  • Atticus Wealth Management first reported a position in CVS Health in Q4 2019 and held it in 21 quarters.
  • Atticus Wealth Management's CVS Health position peaked at $222K in Q2 2021.
  • 1,756 funds tracked by Wall St. Rank held CVS Health as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.