Crowley Wealth Management’s CVS Health CVS Stock Holding History

Crowley 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 Q4	–	Sell	-185	Closed	-$13.9K	–	84
2025 Q3	$13.9K	Hold	185	–	–	0.01%	255
2025 Q2	$12.8K	Sell	185 -13	-7%	-$852	0.01%	247
2025 Q1	$13.4K	Hold	198	–	–	0.01%	232
2024 Q4	$8.89K	Buy	+198	New	+$11.1K	0.01%	279

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crowley Wealth Management's CVS Position: Q4 2025 in Review

Crowley Wealth Management sold out of CVS Health (CVS) in Q4 2025, closing a stake of 185 shares — an estimated $13.9K sold.

Crowley Wealth Management first reported a position in CVS in Q4 2024 and held it in 4 quarters. The position peaked at $13.9K in Q3 2025. 1,945 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

Crowley Wealth Management reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 185 CVS Health shares in Q4 2025, an estimated $13.9K.
Crowley Wealth Management first reported a position in CVS Health in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's CVS Health position peaked at $13.9K in Q3 2025.
1,945 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.