Householder Group Estate & Retirement Specialist’s CVS Health CVS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-3	Closed	–	–	678
2024 Q3	$0	Sell	3 -26	-90%	-$1.52K	﹤0.01%	1193
2024 Q2	$1K	Hold	29	–	–	﹤0.01%	1122
2024 Q1	$2.35K	Sell	29 -14	-33%	-$1.07K	﹤0.01%	1032
2023 Q4	$3K	Hold	43	–	–	﹤0.01%	940
2023 Q3	$3.02K	Buy	+43	New	+$3.05K	﹤0.01%	1014
2023 Q1	$12K	Buy	+156	New	+$13.1K	﹤0.01%	750
2022 Q4	–	Sell	-233	Closed	-$22K	–	477
2022 Q3	$22K	Buy	+233	New	+$23.1K	0.01%	556

Other funds holding CVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's CVS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of CVS Health (CVS) in Q4 2024, closing a stake of 3 shares.

Householder Group Estate & Retirement Specialist first reported a position in CVS in Q3 2022 and held it in 7 quarters. The position peaked at $22K in Q3 2022. 1,669 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining CVS Health position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3 CVS Health shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in CVS Health in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's CVS Health position peaked at $22K in Q3 2022.
1,669 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.