Cloud Capital Management’s CVS Health CVS Stock Holding History

Cloud Capital 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 Q4	–	Sell	-122	Closed	-$9K	–	438
2025 Q3	$9K	Buy	+122	New	+$8.36K	﹤0.01%	354

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cloud Capital Management's CVS Position: Q4 2025 in Review

Cloud Capital Management sold out of CVS Health (CVS) in Q4 2025, closing a stake of 122 shares — an estimated $9K sold.

Cloud Capital Management first reported a position in CVS in Q3 2025 and held it in 1 quarter. The position peaked at $9K in Q3 2025. 1,952 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

Cloud Capital Management reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 122 CVS Health shares in Q4 2025, an estimated $9K.
Cloud Capital Management first reported a position in CVS Health in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's CVS Health position peaked at $9K in Q3 2025.
1,952 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.