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

Evelyn Partners Investment 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 		$129K Hold
1,800
– – ﹤0.01% 221
2025
Q4 		$143K Hold
1,800
– – ﹤0.01% 221
2025
Q3 		$136K Hold
1,800
– – ﹤0.01% 224
2025
Q2 		$124K Hold
1,800
– – ﹤0.01% 223
2025
Q1 		$122K Hold
1,800
– – ﹤0.01% 224
2024
Q4 		$80.8K Buy
+1,800
New +$101K ﹤0.01% 247

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn Partners Investment Management's CVS Position: Q1 2026 in Review

Evelyn Partners Investment Management held its CVS Health (CVS) position steady in Q1 2026 at 1,800 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Evelyn Partners Investment Management first reported a position in CVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $143K in Q4 2025. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Evelyn Partners Investment Management held 1,800 shares of CVS Health worth $129K as of Q1 2026.
  • Evelyn Partners Investment Management left its CVS Health share count unchanged in Q1 2026.
  • CVS Health made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #221 holding.
  • Evelyn Partners Investment Management first reported a position in CVS Health in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's CVS Health position peaked at $143K in Q4 2025.
  • 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.