FLFS
CVS icon

Family Legacy Financial Solutions’s CVS Health CVS Stock Holding History

Family Legacy Financial Solutions’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
-3
Closed -$259 – 85
2025
Q3 		$259 Hold
3
– – ﹤0.01% 248
2025
Q2 		$234 Buy
+3
New +$197 ﹤0.01% 234

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Family Legacy Financial Solutions's CVS Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of CVS Health (CVS) in Q4 2025, closing a stake of 3 shares — an estimated $259 sold.

Family Legacy Financial Solutions first reported a position in CVS in Q2 2025 and held it in 2 quarters. The position peaked at $259 in Q3 2025. 1,945 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 3 CVS Health shares in Q4 2025, an estimated $259.
  • Family Legacy Financial Solutions first reported a position in CVS Health in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's CVS Health position peaked at $259 in Q3 2025.
  • 1,945 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.