JFG
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JDM Financial Group’s CVS Health CVS Stock Holding History

JDM Financial Group’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 		– Sell
-90
Closed -$6.79K – 262
2025
Q3 		$6.79K Hold
90
– – ﹤0.01% 212
2025
Q2 		$6.21K Hold
90
– – ﹤0.01% 206
2025
Q1 		$6.1K Sell
90
-80
-47% -$4.79K ﹤0.01% 205
2024
Q4 		$7.63K Sell
170
-17
-9% -$954 ﹤0.01% 197
2024
Q3 		$11.8K Buy
187
+97
+108% +$5.66K 0.01% 161
2024
Q2 		$5.32K Sell
90
-32
-26% -$2K ﹤0.01% 186
2024
Q1 		$9.73K Hold
122
– – 0.01% 143
2023
Q4 		$9.63K Hold
122
– – 0.01% 135
2023
Q3 		$8.52K Hold
122
– – 0.01% 136
2023
Q2 		$8.43K Hold
122
– – 0.01% 142
2023
Q1 		$9.07K Hold
122
– – 0.01% 141
2022
Q4 		$11.4K Buy
+122
New +$11.8K 0.01% 123

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

JDM Financial Group's CVS Position: Q4 2025 in Review

JDM Financial Group sold out of CVS Health (CVS) in Q4 2025, closing a stake of 90 shares — an estimated $6.79K sold.

JDM Financial Group first reported a position in CVS in Q4 2022 and held it in 12 quarters. The position peaked at $11.8K in Q3 2024. 1,945 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • JDM Financial Group reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 90 CVS Health shares in Q4 2025, an estimated $6.79K.
  • JDM Financial Group first reported a position in CVS Health in Q4 2022 and held it in 12 quarters.
  • JDM Financial Group's CVS Health position peaked at $11.8K in Q3 2024.
  • 1,945 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.