Laird Norton Wetherby Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $938K | Sell |
12,443
-210
| -2% | -$14.4K | 0.04% | 394 |
|
|
2025
Q2 | $873K | Buy |
+12,653
| New | +$830K | 0.04% | 393 |
|
|
2024
Q4 | $618K | Sell |
13,774
-2,885
| -17% | -$162K | 0.03% | 467 |
|
|
2024
Q3 | $1.05M | Sell |
16,659
-1,025
| -6% | -$59.8K | 0.05% | 343 |
|
|
2024
Q2 | $1.04M | Sell |
17,684
-9,831
| -36% | -$615K | 0.05% | 346 |
|
|
2024
Q1 | $2.19M | Sell |
27,515
-288
| -1% | -$22K | 0.1% | 205 |
|
|
2023
Q4 | $2.2M | Sell |
27,803
-999
| -3% | -$71.1K | 0.11% | 181 |
|
|
2023
Q3 | $2.01M | Sell |
28,802
-66
| -0.2% | -$4.68K | 0.11% | 184 |
|
|
2023
Q2 | $2M | Sell |
28,868
-1,422
| -5% | -$101K | 0.11% | 188 |
|
|
2023
Q1 | $2.25M | Sell |
30,290
-2,234
| -7% | -$187K | 0.13% | 158 |
|
|
2022
Q4 | $3.03M | Sell |
32,524
-2,120
| -6% | -$205K | 0.19% | 113 |
|
|
2022
Q3 | $3.3M | Buy |
34,644
+2,535
| +8% | +$251K | 0.23% | 77 |
|
|
2022
Q2 | $2.98M | Buy |
32,109
+2,863
| +10% | +$279K | 0.2% | 92 |
|
|
2022
Q1 | $2.96M | Buy |
29,246
+802
| +3% | +$84.3K | 0.17% | 108 |
|
|
2021
Q4 | $2.93M | Buy |
28,444
+713
| +3% | +$65.9K | 0.16% | 111 |
|
|
2021
Q3 | $2.35M | Sell |
27,731
-1,026
| -4% | -$85.9K | 0.15% | 128 |
|
|
2021
Q2 | $2.4M | Buy |
28,757
+3,019
| +12% | +$247K | 0.15% | 130 |
|
|
2021
Q1 | $1.94M | Sell |
25,738
-4,773
| -16% | -$348K | 0.15% | 139 |
|
|
2020
Q4 | $2.08M | Sell |
30,511
-323
| -1% | -$21K | 0.14% | 140 |
|
|
2020
Q3 | $1.8M | Sell |
30,834
-3,973
| -11% | -$247K | 0.16% | 123 |
|
|
2020
Q2 | $2.26M | Sell |
34,807
-426
| -1% | -$26.8K | 0.21% | 95 |
|
|
2020
Q1 | $2.09M | Sell |
35,233
-189
| -0.5% | -$12.6K | 0.23% | 87 |
|
|
2019
Q4 | $2.63M | Sell |
35,422
-57
| -0.2% | -$4K | 0.26% | 84 |
|
|
2019
Q3 | $2.24M | Buy |
35,479
+8,322
| +31% | +$493K | 0.23% | 98 |
|
|
2019
Q2 | $1.48M | Buy |
27,157
+6,888
| +34% | +$371K | 0.16% | 147 |
|
|
2019
Q1 | $1.09M | Sell |
20,269
-8,018
| -28% | -$495K | 0.14% | 164 |
|
|
2018
Q4 | $1.85M | Buy |
28,287
+4,515
| +19% | +$337K | 0.26% | 81 |
|
|
2018
Q3 | $1.87M | Sell |
23,772
-838
| -3% | -$59.9K | 0.23% | 97 |
|
|
2018
Q2 | $1.58M | Buy |
24,610
+2,564
| +12% | +$169K | 0.21% | 101 |
|
|
2018
Q1 | $1.37M | Sell |
22,046
-1,110
| -5% | -$79.6K | 0.19% | 115 |
|
|
2017
Q4 | $1.68M | Sell |
23,156
-2,608
| -10% | -$190K | 0.23% | 90 |
|
|
2017
Q3 | $2.1M | Buy |
25,764
+865
| +3% | +$68.4K | 0.31% | 70 |
|
|
2017
Q2 | $2M | Buy |
24,899
+158
| +0.6% | +$12.5K | 0.34% | 59 |
|
|
2017
Q1 | $1.94M | Buy |
24,741
+3,495
| +16% | +$279K | 0.35% | 58 |
|
|
2016
Q4 | $1.68M | Buy |
21,246
+143
| +0.7% | +$11.6K | 0.33% | 61 |
|
|
2016
Q3 | $1.88M | Sell |
21,103
-618
| -3% | -$58.3K | 0.38% | 54 |
|
|
2016
Q2 | $2.08M | Buy |
21,721
+3,184
| +17% | +$317K | 0.46% | 46 |
|
|
2016
Q1 | $1.92M | Buy |
18,537
+1,273
| +7% | +$124K | 0.45% | 45 |
|
|
2015
Q4 | $1.69M | Sell |
17,264
-940
| -5% | -$92.1K | 0.4% | 55 |
|
|
2015
Q3 | $1.76M | Buy |
18,204
+1,437
| +9% | +$151K | 0.45% | 49 |
|
|
2015
Q2 | $1.76M | Buy |
16,767
+965
| +6% | +$98.6K | 0.42% | 49 |
|
|
2015
Q1 | $1.63M | Buy |
15,802
+864
| +6% | +$87.4K | 0.4% | 50 |
|
|
2014
Q4 | $1.44M | Buy |
14,938
+155
| +1% | +$13.7K | 0.36% | 54 |
|
|
2014
Q3 | $1.18M | Buy |
14,783
+883
| +6% | +$69.6K | 0.33% | 63 |
|
|
2014
Q2 | $1.05M | Sell |
13,900
-655
| -5% | -$49.5K | 0.3% | 72 |
|
|
2014
Q1 | $1.09M | Buy |
14,555
+7
| +0% | +$494 | 0.31% | 71 |
|
|
2013
Q4 | $1.04M | Sell |
14,548
-3,521
| -19% | -$226K | 0.3% | 75 |
|
|
2013
Q3 | $1.02M | Buy |
18,069
+483
| +3% | +$28.8K | 0.32% | 67 |
|
|
2013
Q2 | $1M | Buy |
+17,586
| New | +$1.02M | 0.35% | 62 |
|
Other funds holding CVS
Laird Norton Wetherby Wealth Management's CVS Position: Q3 2025 in Review
Laird Norton Wetherby Wealth Management reduced its CVS Health (CVS) stake by 1.7% in Q3 2025, selling an estimated $14.4K and leaving 12,443 shares worth $938K. The position accounts for 0.04% of the portfolio, ranked #394.
Laird Norton Wetherby Wealth Management first reported a position in CVS in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.3M in Q3 2022. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.
- Laird Norton Wetherby Wealth Management held 12,443 shares of CVS Health worth $938K as of Q3 2025.
- Laird Norton Wetherby Wealth Management sold 210 CVS Health shares in Q3 2025, an estimated $14.4K.
- CVS Health made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #394 holding.
- Laird Norton Wetherby Wealth Management first reported a position in CVS Health in Q2 2013 and has held it in 49 quarters since.
- Laird Norton Wetherby Wealth Management's CVS Health position peaked at $3.3M in Q3 2022.
- 1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.