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IRON Financial’s CVS Health CVS Stock Holding History

IRON Financial’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
2026
Q1 		– Sell
-4,074
Closed -$323K – 149
2025
Q4 		$323K Buy
4,074
+580
+17% +$45.7K 0.15% 85
2025
Q3 		$263K Buy
+3,494
New +$239K 0.13% 101
2024
Q1 		– Sell
-9,434
Closed -$745K – 104
2023
Q4 		$745K Sell
9,434
-480
-5% -$34.2K 0.42% 43
2023
Q3 		$692K Buy
9,914
+6,045
+156% +$428K 0.4% 45
2023
Q2 		$267K Sell
3,869
-49
-1% -$3.49K 0.14% 75
2023
Q1 		$291K Buy
+3,918
New +$329K 0.16% 68

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IRON Financial's CVS Position: Q1 2026 in Review

IRON Financial sold out of CVS Health (CVS) in Q1 2026, closing a stake of 4,074 shares — an estimated $323K sold.

IRON Financial first reported a position in CVS in Q1 2023 and held it in 6 quarters. The position peaked at $745K in Q4 2023. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • IRON Financial reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • IRON Financial sold 4,074 CVS Health shares in Q1 2026, an estimated $323K.
  • IRON Financial first reported a position in CVS Health in Q1 2023 and held it in 6 quarters.
  • IRON Financial's CVS Health position peaked at $745K in Q4 2023.
  • 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.