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Evelyn Partners Investment Management Services’s CVS Health CVS Stock Holding History

Evelyn Partners Investment Management Services’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
-1,155
Closed -$87.1K – 268
2025
Q3 		$87.1K Buy
+1,155
New +$79.2K 0.01% 151

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Geode Capital Management
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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

Evelyn Partners Investment Management Services's CVS Position: Q4 2025 in Review

Evelyn Partners Investment Management Services sold out of CVS Health (CVS) in Q4 2025, closing a stake of 1,155 shares — an estimated $87.1K sold.

Evelyn Partners Investment Management Services first reported a position in CVS in Q3 2025 and held it in 1 quarter. The position peaked at $87.1K in Q3 2025. 1,952 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Evelyn Partners Investment Management Services reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 1,155 CVS Health shares in Q4 2025, an estimated $87.1K.
  • Evelyn Partners Investment Management Services first reported a position in CVS Health in Q3 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's CVS Health position peaked at $87.1K in Q3 2025.
  • 1,952 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2025, filed 13 Feb 2026.