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Legacy Investment Solutions’s CVS Health CVS Stock Holding History

Legacy Investment Solutions’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 		$1.93K Buy
+28
New +$1.84K ﹤0.01% 521
2024
Q4 		$16.3K Sell
302
-198
-40% -$11.1K 0.01% 235
2024
Q3 		$27.1K Buy
+500
New +$29.2K 0.02% 178

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

Legacy Investment Solutions's CVS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in CVS Health (CVS) in Q2 2025: 28 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CVS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CVS in Q3 2024 and has held it in 3 quarters since. The position peaked at $27.1K in Q3 2024. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • Legacy Investment Solutions held 28 shares of CVS Health worth $1.93K as of Q2 2025.
  • CVS Health was a new Legacy Investment Solutions position in Q2 2025.
  • CVS Health made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #521 holding.
  • Legacy Investment Solutions first reported a position in CVS Health in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's CVS Health position peaked at $27.1K in Q3 2024.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.