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Future Financial Wealth Management’s CVS Health CVS Stock Holding History

Future Financial Wealth 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
2025
Q4 		– Sell
-887
Closed -$66.9K – 188
2025
Q3 		$66.9K Sell
887
-2,197
-71% -$151K 0.04% 221
2025
Q2 		$213K Buy
3,084
+102
+3% +$6.69K 0.15% 106
2025
Q1 		$202K Buy
2,982
+3
+0.1% +$180 0.15% 110
2024
Q4 		$134K Sell
2,979
-1,996
-40% -$112K 0.1% 134
2024
Q3 		$313K Buy
4,975
+3
+0.1% +$175 0.22% 84
2024
Q2 		$294K Buy
4,972
+3
+0.1% +$188 0.26% 84
2024
Q1 		$396K Buy
4,969
+2
+0% +$153 0.3% 66
2023
Q4 		$392K Buy
4,967
+3
+0.1% +$214 0.39% 61
2023
Q3 		$347K Buy
4,964
+2
+0% +$142 0.38% 63
2023
Q2 		$343K Sell
4,962
-247
-5% -$17.6K 0.36% 64
2023
Q1 		$396K Sell
5,209
-2,749
-35% -$231K 0.44% 62
2022
Q4 		$742K Sell
7,958
-997
-11% -$96.2K 0.84% 40
2022
Q3 		$830K Sell
8,955
-1,499
-14% -$148K 0.96% 37
2022
Q2 		$1.06M Hold
10,454
– – 1.03% 32
2022
Q1 		$1.06M Buy
10,454
+1
+0% +$105 0.88% 32
2021
Q4 		$1.09M Buy
10,453
+3
+0% +$277 0.87% 31
2021
Q3 		$872K Hold
10,450
– – 0.9% 41
2021
Q2 		$872K Buy
10,450
+2
+0% +$164 0.9% 41
2021
Q1 		$786K Buy
10,448
+137
+1% +$9.98K 0.9% 33
2020
Q4 		$704K Buy
+10,311
New +$671K 0.81% 34

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Future Financial Wealth Management's CVS Position: Q4 2025 in Review

Future Financial Wealth Management sold out of CVS Health (CVS) in Q4 2025, closing a stake of 887 shares — an estimated $66.9K sold.

Future Financial Wealth Management first reported a position in CVS in Q4 2020 and held it in 20 quarters. The position peaked at $1.09M in Q4 2021. 1,948 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Future Financial Wealth Management reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 887 CVS Health shares in Q4 2025, an estimated $66.9K.
  • Future Financial Wealth Management first reported a position in CVS Health in Q4 2020 and held it in 20 quarters.
  • Future Financial Wealth Management's CVS Health position peaked at $1.09M in Q4 2021.
  • 1,948 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.