DecisionPoint Financial’s CVS Health CVS Stock Holding History

DecisionPoint Financial’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	$4.17K	Hold	58	–	–	﹤0.01%	233
2025 Q4	$4.6K	Hold	58	–	–	﹤0.01%	255
2025 Q3	$4.46K	Hold	58	–	–	﹤0.01%	178
2025 Q2	$4.04K	Buy	+58	New	+$3.8K	﹤0.01%	192
2024 Q4	–	Sell	-1,000	Closed	-$62.9K	–	264
2024 Q3	$62.9K	Hold	1,000	–	–	0.02%	67
2024 Q2	$60.3K	Hold	1,000	–	–	0.02%	69
2024 Q1	$67.2K	Hold	1,000	–	–	0.03%	69
2023 Q4	$79K	Hold	1,000	–	–	0.03%	58
2023 Q3	$69.8K	Hold	1,000	–	–	0.04%	50
2023 Q2	$69.1K	Hold	1,000	–	–	0.04%	54
2023 Q1	$74.3K	Hold	1,000	–	–	0.04%	50
2022 Q4	$93.2K	Buy	+1,000	New	+$96.5K	0.06%	34

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

DecisionPoint Financial's CVS Position: Q1 2026 in Review

DecisionPoint Financial held its CVS Health (CVS) position steady in Q1 2026 at 58 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

DecisionPoint Financial first reported a position in CVS in Q4 2022 and has held it in 12 quarters since. The position peaked at $93.2K in Q4 2022. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

DecisionPoint Financial held 58 shares of CVS Health worth $4.17K as of Q1 2026.
DecisionPoint Financial left its CVS Health share count unchanged in Q1 2026.
CVS Health made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #233 holding.
DecisionPoint Financial first reported a position in CVS Health in Q4 2022 and has held it in 12 quarters since.
DecisionPoint Financial's CVS Health position peaked at $93.2K in Q4 2022.
1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.