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Gitterman Wealth Management’s CVS Health CVS Stock Holding History

Gitterman 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
Q3 		– Sell
-29
Closed -$2.02K – 178
2025
Q2 		$2.02K Buy
+29
New +$1.9K ﹤0.01% 323
2024
Q4 		– Sell
-4,690
Closed -$295K – 137
2024
Q3 		$295K Buy
+4,690
New +$274K 0.12% 65
2022
Q3 		– Sell
-2,322
Closed -$218K – 77
2022
Q2 		$218K Buy
+2,322
New +$227K 0.2% 56
2021
Q4 		– Sell
-3,073
Closed -$261K – 97
2021
Q3 		$261K Buy
+3,073
New +$257K 0.21% 48

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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

Gitterman Wealth Management's CVS Position: Q3 2025 in Review

Gitterman Wealth Management sold out of CVS Health (CVS) in Q3 2025, closing a stake of 29 shares — an estimated $2.02K sold.

Gitterman Wealth Management first reported a position in CVS in Q3 2021 and held it in 4 quarters. The position peaked at $295K in Q3 2024. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Gitterman Wealth Management reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 29 CVS Health shares in Q3 2025, an estimated $2.02K.
  • Gitterman Wealth Management first reported a position in CVS Health in Q3 2021 and held it in 4 quarters.
  • Gitterman Wealth Management's CVS Health position peaked at $295K in Q3 2024.
  • 1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.