HWM
CVS icon

Hemington Wealth Management’s CVS Health CVS Stock Holding History

Hemington 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 		$62K Buy
834
+54
+7% +$3.7K 0.01% 307
2025
Q2 		$53K Buy
780
+98
+14% +$6.43K 0.01% 327
2025
Q1 		$46K Buy
682
+172
+34% +$10.3K 0.01% 336
2024
Q4 		$22K Buy
510
+17
+3% +$954 0.01% 518
2024
Q3 		$27K Buy
+493
New +$28.8K 0.01% 427

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

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

Hemington Wealth Management increased its CVS Health (CVS) stake by 6.9% in Q3 2025, buying an estimated $3.7K and bringing the position to 834 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #307.

Hemington Wealth Management first reported a position in CVS in Q3 2024 and has held it in 5 quarters since. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Hemington Wealth Management held 834 shares of CVS Health worth $62K as of Q3 2025.
  • Hemington Wealth Management bought 54 CVS Health shares in Q3 2025, an estimated $3.7K.
  • CVS Health made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #307 holding.
  • Hemington Wealth Management first reported a position in CVS Health in Q3 2024 and has held it in 5 quarters since.
  • 1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.