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Insight Folios’s CVS Health CVS Stock Holding History

Insight Folios’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
Q3 		$519K Buy
8,250
+282
+4% +$16.5K 0.19% 62
2024
Q2 		$471K Sell
7,968
-100
-1% -$6.25K 0.19% 64
2024
Q1 		$644K Buy
8,068
+345
+4% +$26.4K 0.26% 50
2023
Q4 		$610K Buy
7,723
+68
+0.9% +$4.84K 0.26% 48
2023
Q3 		$534K Buy
7,655
+3
+0% +$213 0.26% 43
2023
Q2 		$529K Buy
+7,652
New +$544K 0.22% 51

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Insight Folios's CVS Position: Q3 2024 in Review

Insight Folios increased its CVS Health (CVS) stake by 3.5% in Q3 2024, buying an estimated $16.5K and bringing the position to 8,250 shares worth $519K. The position accounts for 0.19% of the portfolio, ranked #62.

Insight Folios first reported a position in CVS in Q2 2023 and has held it in 6 quarters since. The position peaked at $644K in Q1 2024. 1,840 funds tracked by Wall St. Rank hold CVS as of Q3 2024.

  • Insight Folios held 8,250 shares of CVS Health worth $519K as of Q3 2024.
  • Insight Folios bought 282 CVS Health shares in Q3 2024, an estimated $16.5K.
  • CVS Health made up 0.19% of Insight Folios's portfolio in Q3 2024, its #62 holding.
  • Insight Folios first reported a position in CVS Health in Q2 2023 and has held it in 6 quarters since.
  • Insight Folios's CVS Health position peaked at $644K in Q1 2024.
  • 1,840 funds tracked by Wall St. Rank held CVS Health as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.