ITP
CVS icon

Iron Triangle Partners’s CVS Health CVS Stock Holding History

Iron Triangle 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
Q4 		$34.3M Sell
432,457
-365,443
-46% -$28.8M 3.92% 12
2025
Q3 		$60.2M Buy
797,900
+47,900
+6% +$3.28M 8.55% 1
2025
Q2 		$51.7M Buy
+750,000
New +$49.2M 7.94% 1

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Triangle Partners's CVS Position: Q4 2025 in Review

Iron Triangle Partners reduced its CVS Health (CVS) stake by 46% in Q4 2025, selling an estimated $28.8M and leaving 432,457 shares worth $34.3M. The position accounts for 3.92% of the portfolio, ranked #12.

Iron Triangle Partners first reported a position in CVS in Q2 2025 and has held it in 3 quarters since. The position peaked at $60.2M in Q3 2025. 1,945 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Iron Triangle Partners held 432,457 shares of CVS Health worth $34.3M as of Q4 2025.
  • Iron Triangle Partners sold 365,443 CVS Health shares in Q4 2025, an estimated $28.8M.
  • CVS Health made up 3.92% of Iron Triangle Partners's portfolio in Q4 2025, its #12 holding.
  • Iron Triangle Partners first reported a position in CVS Health in Q2 2025 and has held it in 3 quarters since.
  • Iron Triangle Partners's CVS Health position peaked at $60.2M in Q3 2025.
  • 1,945 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.