Darwin Wealth Management’s CVS Health CVS Stock Holding History

Darwin 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
2026 Q1	$4.38K	Sell	61 -6	-9%	-$462	﹤0.01%	426
2025 Q4	$5.32K	Sell	67 -30	-31%	-$2.37K	﹤0.01%	439
2025 Q3	$7.31K	Buy	97 +8	+9%	+$548	﹤0.01%	394
2025 Q2	$6.14K	Buy	89 +60	+207%	+$3.93K	﹤0.01%	391
2025 Q1	$1.3K	Hold	29	–	–	﹤0.01%	544
2024 Q4	$1.3K	Sell	29 -37	-56%	-$2.08K	﹤0.01%	544
2024 Q3	$4.16K	Buy	+66	New	+$3.85K	﹤0.01%	462
2021 Q3	–	Sell	-3,173	Closed	-$265K	–	176
2021 Q2	$265K	Sell	3,173 -99	-3%	-$8.11K	0.04%	149
2021 Q1	$246K	Sell	3,272 -64	-2%	-$4.66K	0.04%	147
2020 Q4	$227K	Buy	+3,336	New	+$217K	0.04%	151
2020 Q2	–	Sell	-3,215	Closed	-$190K	–	277
2020 Q1	$190K	Sell	3,215 -3,073	-49%	-$205K	0.06%	135
2019 Q4	$467K	Buy	+6,288	New	+$442K	0.12%	110
2018 Q4	–	Sell	-2,615	Closed	-$206K	–	100
2018 Q3	$206K	Buy	+2,615	New	+$187K	0.12%	120

Other funds holding CVS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Darwin Wealth Management's CVS Position: Q1 2026 in Review

Darwin Wealth Management reduced its CVS Health (CVS) stake by 9% in Q1 2026, selling an estimated $462 and leaving 61 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Darwin Wealth Management first reported a position in CVS in Q3 2018 and has held it in 13 quarters since. The position peaked at $467K in Q4 2019. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Darwin Wealth Management held 61 shares of CVS Health worth $4.38K as of Q1 2026.
Darwin Wealth Management sold 6 CVS Health shares in Q1 2026, an estimated $462.
CVS Health made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #426 holding.
Darwin Wealth Management first reported a position in CVS Health in Q3 2018 and has held it in 13 quarters since.
Darwin Wealth Management's CVS Health position peaked at $467K in Q4 2019.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.