HFS
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Hopwood Financial Services’s CVS Health CVS Stock Holding History

Hopwood Financial Services’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
-333
Closed -$25.1K – 130
2025
Q3 		$25.1K Sell
333
-450
-57% -$30.8K 0.02% 200
2025
Q2 		$54K Hold
783
– – 0.04% 145
2025
Q1 		$53K Buy
783
+133
+20% +$7.96K 0.04% 145
2024
Q4 		$29.2K Buy
+650
New +$36.5K 0.02% 179

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

Hopwood Financial Services's CVS Position: Q4 2025 in Review

Hopwood Financial Services sold out of CVS Health (CVS) in Q4 2025, closing a stake of 333 shares — an estimated $25.1K sold.

Hopwood Financial Services first reported a position in CVS in Q4 2024 and held it in 4 quarters. The position peaked at $54K in Q2 2025. 1,948 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Hopwood Financial Services reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 333 CVS Health shares in Q4 2025, an estimated $25.1K.
  • Hopwood Financial Services first reported a position in CVS Health in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's CVS Health position peaked at $54K in Q2 2025.
  • 1,948 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.