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Catherine Avery Investment Management’s CVS Health CVS Stock Holding History

Catherine Avery Investment 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
2026
Q1 		– Sell
-41
Closed -$3.25K – 120
2025
Q4 		$3.25K Hold
41
– – ﹤0.01% 129
2025
Q3 		$3.09K Hold
41
– – ﹤0.01% 131
2025
Q2 		$2.83K Sell
41
-32
-44% -$2.1K ﹤0.01% 132
2025
Q1 		$4.95K Hold
73
– – ﹤0.01% 117
2024
Q4 		$3.28K Buy
+73
New +$4.09K ﹤0.01% 126

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catherine Avery Investment Management's CVS Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of CVS Health (CVS) in Q1 2026, closing a stake of 41 shares — an estimated $3.25K sold.

Catherine Avery Investment Management first reported a position in CVS in Q4 2024 and held it in 5 quarters. The position peaked at $4.95K in Q1 2025. 1,864 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 41 CVS Health shares in Q1 2026, an estimated $3.25K.
  • Catherine Avery Investment Management first reported a position in CVS Health in Q4 2024 and held it in 5 quarters.
  • Catherine Avery Investment Management's CVS Health position peaked at $4.95K in Q1 2025.
  • 1,864 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.