IHWM
CVS icon

Iron Horse Wealth Management’s CVS Health CVS Stock Holding History

Iron Horse Wealth Management’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 		$77.9K Buy
1,129
+105
+10% +$6.88K 0.02% 106
2025
Q1 		$69.4K Sell
1,024
-329
-24% -$19.7K 0.02% 105
2024
Q4 		$60.7K Hold
1,353
– – 0.02% 101
2024
Q3 		$85.1K Hold
1,353
– – 0.03% 76
2024
Q2 		$79.9K Hold
1,353
– – 0.03% 73
2024
Q1 		$108K Sell
1,353
-100
-7% -$7.64K 0.04% 57
2023
Q4 		$115K Hold
1,453
– – 0.05% 51
2023
Q3 		$101K Buy
1,453
+209
+17% +$14.8K 0.05% 52
2023
Q2 		$86K Hold
1,244
– – 0.04% 56
2023
Q1 		$92.4K Hold
1,244
– – 0.05% 56
2022
Q4 		$116K Buy
+1,244
New +$120K 0.06% 51
2022
Q3 		– Sell
-1,248
Closed -$116K – 172
2022
Q2 		$116K Buy
1,248
+4
+0.3% +$390 0.07% 47
2022
Q1 		$126K Hold
1,244
– – 0.07% 50
2021
Q4 		$128K Hold
1,244
– – 0.07% 51
2021
Q3 		$106K Hold
1,244
– – 0.07% 51
2021
Q2 		$104K Hold
1,244
– – 0.07% 54
2021
Q1 		$94K Hold
1,244
– – 0.07% 54
2020
Q4 		$85K Buy
+1,244
New +$80.9K 0.07% 55

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $182B AUM 14.68% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Horse Wealth Management's CVS Position: Q2 2025 in Review

Iron Horse Wealth Management increased its CVS Health (CVS) stake by 10% in Q2 2025, buying an estimated $6.88K and bringing the position to 1,129 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #106.

Iron Horse Wealth Management first reported a position in CVS in Q4 2020 and has held it in 18 quarters since. The position peaked at $128K in Q4 2021. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • Iron Horse Wealth Management held 1,129 shares of CVS Health worth $77.9K as of Q2 2025.
  • Iron Horse Wealth Management bought 105 CVS Health shares in Q2 2025, an estimated $6.88K.
  • CVS Health made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #106 holding.
  • Iron Horse Wealth Management first reported a position in CVS Health in Q4 2020 and has held it in 18 quarters since.
  • Iron Horse Wealth Management's CVS Health position peaked at $128K in Q4 2021.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.