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Litman Gregory Wealth Management’s CVS Health CVS Stock Holding History

Litman Gregory 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 		$953 Buy
+12
New +$946 ﹤0.01% 323
2019
Q4 		– Sell
-10
Closed -$1K – 222
2019
Q3 		$1K Sell
10
-10
-50% -$593 ﹤0.01% 199
2019
Q2 		$1K Buy
+20
New +$1.08K ﹤0.01% 228
2018
Q2 		– Sell
-1,150
Closed -$72K – 114
2018
Q1 		$72K Buy
+1,150
New +$82.5K 0.03% 72

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Litman Gregory Wealth Management's CVS Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in CVS Health (CVS) in Q4 2025: 12 shares worth $953. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in CVS as recently as Q3 2019.

Litman Gregory Wealth Management first reported a position in CVS in Q1 2018 and has held it in 4 quarters since. The position peaked at $72K in Q1 2018. 1,948 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Litman Gregory Wealth Management held 12 shares of CVS Health worth $953 as of Q4 2025.
  • CVS Health was a new Litman Gregory Wealth Management position in Q4 2025.
  • CVS Health made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #323 holding.
  • Litman Gregory Wealth Management first reported a position in CVS Health in Q1 2018 and has held it in 4 quarters since.
  • Litman Gregory Wealth Management's CVS Health position peaked at $72K in Q1 2018.
  • 1,948 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.