JWM
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Jupiter Wealth Management’s CVS Health CVS Stock Holding History

Jupiter 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
Q4 		– Sell
-7,000
Closed -$528K – 88
2025
Q3 		$528K Buy
7,000
+2,000
+40% +$137K 0.25% 63
2025
Q2 		$330K Buy
+5,000
New +$328K 0.17% 71
2024
Q4 		– Sell
-2,000
Closed -$126K – 91
2024
Q3 		$126K Hold
2,000
– – 0.06% 86
2024
Q2 		$121K Sell
2,000
-500
-20% -$31.3K 0.06% 91
2024
Q1 		$137K Sell
2,500
-29,248
-92% -$2.23M 0.07% 89
2023
Q4 		$2.51M Buy
31,748
+4,347
+16% +$309K 1.47% 20
2023
Q3 		$1.85M Sell
27,401
-9,324
-25% -$661K 1.2% 22
2023
Q2 		$2.54M Sell
36,725
-2,723
-7% -$194K 2.18% 13
2023
Q1 		$2.93M Sell
39,448
-2,750
-7% -$231K 2.7% 10
2022
Q4 		$3.93M Hold
42,198
– – 3.8% 9
2022
Q3 		$4.02M Hold
42,198
– – 4.04% 6
2022
Q2 		$3.91M Hold
42,198
– – 3.56% 8
2022
Q1 		$4.27M Hold
42,198
– – 2.67% 15
2021
Q4 		$4.35M Sell
42,198
-6,075
-13% -$561K 2.26% 13
2021
Q3 		$4.49M Sell
48,273
-500
-1% -$41.9K 2.12% 16
2021
Q2 		$3.96M Buy
48,773
+2,933
+6% +$240K 1.9% 17
2021
Q1 		$3.5M Buy
45,840
+15,295
+50% +$1.11M 1.77% 20
2020
Q4 		$2.09M Buy
30,545
+7,500
+33% +$488K 1.28% 24
2020
Q3 		$1.35M Sell
23,045
-47,895
-68% -$2.98M 0.95% 28
2020
Q2 		$4.53M Buy
70,940
+3,955
+6% +$249K 2.27% 19
2020
Q1 		$4M Buy
+66,985
New +$4.47M 2.33% 21

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

Jupiter Wealth Management's CVS Position: Q4 2025 in Review

Jupiter Wealth Management sold out of CVS Health (CVS) in Q4 2025, closing a stake of 7,000 shares — an estimated $528K sold.

Jupiter Wealth Management first reported a position in CVS in Q1 2020 and held it in 21 quarters. The position peaked at $4.53M in Q2 2020. 1,945 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Jupiter Wealth Management reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Jupiter Wealth Management sold 7,000 CVS Health shares in Q4 2025, an estimated $528K.
  • Jupiter Wealth Management first reported a position in CVS Health in Q1 2020 and held it in 21 quarters.
  • Jupiter Wealth Management's CVS Health position peaked at $4.53M in Q2 2020.
  • 1,945 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Jupiter Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.