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Decker Retirement Planning’s CVS Health CVS Stock Holding History

Decker Retirement Planning’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
Q3 		– Sell
-38
Closed -$2.62K – 241
2025
Q2 		$2.62K Buy
+38
New +$2.49K ﹤0.01% 258
2025
Q1 		– Sell
-275
Closed -$12.3K – 300
2024
Q4 		$12.3K Buy
+275
New +$15.4K 0.01% 239

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Decker Retirement Planning's CVS Position: Q3 2025 in Review

Decker Retirement Planning sold out of CVS Health (CVS) in Q3 2025, closing a stake of 38 shares — an estimated $2.62K sold.

Decker Retirement Planning first reported a position in CVS in Q4 2024 and held it in 2 quarters. The position peaked at $12.3K in Q4 2024. 1,837 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Decker Retirement Planning reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 38 CVS Health shares in Q3 2025, an estimated $2.62K.
  • Decker Retirement Planning first reported a position in CVS Health in Q4 2024 and held it in 2 quarters.
  • Decker Retirement Planning's CVS Health position peaked at $12.3K in Q4 2024.
  • 1,837 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Decker Retirement Planning's 13F filing for Q3 2025, filed 27 Oct 2025.