Legend Financial Advisors’s CVS Health CVS Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-125	Closed	-$8.62K	–	65
2025 Q2	$8.62K	Buy	+125	New	+$8.2K	0.01%	120
2025 Q1	–	Sell	-125	Closed	-$5.61K	–	82
2024 Q4	$5.61K	Hold	125	–	–	﹤0.01%	148
2024 Q3	$7.86K	Hold	125	–	–	0.01%	112
2024 Q2	$7.38K	Sell	125 -25	-17%	-$1.56K	0.01%	170
2024 Q1	$12K	Buy	150 +100	+200%	+$7.64K	0.01%	126
2023 Q4	$3.95K	Buy	+50	New	+$3.56K	﹤0.01%	158
2023 Q3	–	Sell	-225	Closed	-$15.6K	–	197
2023 Q2	$15.6K	Buy	225 +53	+31%	+$3.77K	0.01%	117
2023 Q1	$12.8K	Sell	172 -75	-30%	-$6.29K	0.01%	133
2022 Q4	$23K	Buy	247 +225	+1,023%	+$21.7K	0.02%	107
2022 Q3	$2.1K	Buy	+22	New	+$2.18K	﹤0.01%	207

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legend Financial Advisors's CVS Position: Q3 2025 in Review

Legend Financial Advisors sold out of CVS Health (CVS) in Q3 2025, closing a stake of 125 shares — an estimated $8.62K sold.

Legend Financial Advisors first reported a position in CVS in Q3 2022 and held it in 10 quarters. The position peaked at $23K in Q4 2022. 1,837 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

Legend Financial Advisors reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 125 CVS Health shares in Q3 2025, an estimated $8.62K.
Legend Financial Advisors first reported a position in CVS Health in Q3 2022 and held it in 10 quarters.
Legend Financial Advisors's CVS Health position peaked at $23K in Q4 2022.
1,837 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.