Michael J. Porro & Co. Financial Advisors, Inc.’s CVS Health CVS Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$1.11M	Buy	+14,006	New	+$1.1M	0.93%	41

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

Michael J. Porro & Co. Financial Advisors, Inc.'s CVS Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in CVS Health (CVS) in Q4 2025: 14,006 shares worth $1.11M. The stake represents 0.93% of the portfolio and ranks #41 among its holdings.

1,952 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 14,006 shares of CVS Health worth $1.11M as of Q4 2025.
CVS Health was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
CVS Health made up 0.93% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #41 holding.
1,952 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.