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IAG Wealth Partners’s CVS Health CVS Stock Holding History

IAG Wealth Partners’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
Q2 		– Sell
-78
Closed -$5.28K – 506
2025
Q1 		$5.28K Sell
78
-157
-67% -$9.39K ﹤0.01% 394
2024
Q4 		$10.5K Buy
235
+2
+0.9% +$112 ﹤0.01% 339
2024
Q3 		$14.6K Buy
233
+2
+0.9% +$117 ﹤0.01% 307
2024
Q2 		$13.6K Buy
231
+2
+0.9% +$125 ﹤0.01% 303
2024
Q1 		$18.2K Buy
229
+2
+0.9% +$153 ﹤0.01% 247
2023
Q4 		$17.9K Buy
227
+57
+34% +$4.06K ﹤0.01% 239
2023
Q3 		$11.9K Buy
170
+1
+0.6% +$71 ﹤0.01% 278
2023
Q2 		$11.7K Buy
169
+1
+0.6% +$71 ﹤0.01% 297
2023
Q1 		$12.5K Buy
168
+1
+0.6% +$84 ﹤0.01% 278
2022
Q4 		$15.5K Sell
167
-94
-36% -$9.07K ﹤0.01% 241
2022
Q3 		$25K Buy
261
+1
+0.4% +$99 0.01% 182
2022
Q2 		$24K Buy
260
+1
+0.4% +$98 0.01% 183
2022
Q1 		$26K Buy
259
+24
+10% +$2.52K 0.01% 195
2021
Q4 		$24K Buy
235
+72
+44% +$6.65K 0.01% 203
2021
Q3 		$14K Buy
163
+2
+1% +$168 0.01% 226
2021
Q2 		$14K Buy
161
+1
+0.6% +$82 0.01% 219
2021
Q1 		$13K Buy
160
+1
+0.6% +$73 0.01% 227
2020
Q4 		$11K Buy
159
+1
+0.6% +$65 ﹤0.01% 230
2020
Q3 		$10K Buy
158
+1
+0.6% +$62 ﹤0.01% 221
2020
Q2 		$11K Buy
157
+2
+1% +$126 0.01% 207
2020
Q1 		$10K Sell
155
-214
-58% -$14.3K 0.01% 200
2019
Q4 		$28K Buy
+369
New +$25.9K 0.02% 150

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

IAG Wealth Partners's CVS Position: Q2 2025 in Review

IAG Wealth Partners sold out of CVS Health (CVS) in Q2 2025, closing a stake of 78 shares — an estimated $5.28K sold.

IAG Wealth Partners first reported a position in CVS in Q4 2019 and held it in 22 quarters. The position peaked at $28K in Q4 2019. 1,759 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • IAG Wealth Partners reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 78 CVS Health shares in Q2 2025, an estimated $5.28K.
  • IAG Wealth Partners first reported a position in CVS Health in Q4 2019 and held it in 22 quarters.
  • IAG Wealth Partners's CVS Health position peaked at $28K in Q4 2019.
  • 1,759 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.