Lowe Wealth Advisors’s CVS Health CVS Stock Holding History

Lowe Wealth 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	$20.4K	Buy	270 +2	+0.7%	+$137	0.01%	208
2025 Q2	$18.5K	Buy	268 +2	+0.8%	+$131	0.01%	206
2025 Q1	$18K	Sell	266 -7	-3%	-$419	0.01%	206
2024 Q4	$12.2K	Buy	273 +12	+5%	+$673	0.01%	217
2024 Q3	$16.4K	Sell	261 -36	-12%	-$2.1K	0.01%	184
2024 Q2	$17.5K	Sell	297 -98	-25%	-$6.13K	0.01%	179
2024 Q1	$31.5K	Buy	395 +2	+0.5%	+$153	0.01%	138
2023 Q4	$31.1K	Buy	393 +2	+0.5%	+$142	0.02%	138
2023 Q3	$27.3K	Sell	391 -224	-36%	-$15.9K	0.01%	135
2023 Q2	$42.5K	Buy	615 +2	+0.3%	+$142	0.02%	120
2023 Q1	$45.6K	Buy	613 +1	+0.2%	+$84	0.02%	107
2022 Q4	$57K	Buy	612 +1	+0.2%	+$96	0.03%	99
2022 Q3	$58K	Buy	611 +226	+59%	+$22.4K	0.03%	85
2022 Q2	$36K	Buy	385 +1	+0.3%	+$98	0.02%	111
2022 Q1	$39K	Buy	384 +1	+0.3%	+$105	0.02%	116
2021 Q4	$39K	Buy	383 +101	+36%	+$9.33K	0.02%	116
2021 Q3	$24K	Buy	282 +1	+0.4%	+$84	0.01%	131
2021 Q2	$23K	Buy	281 +2	+0.7%	+$164	0.01%	134
2021 Q1	$21K	Buy	279 +59	+27%	+$4.3K	0.01%	133
2020 Q4	$15K	Buy	220 +1	+0.5%	+$65	0.01%	142
2020 Q3	$13K	Buy	219 +2	+0.9%	+$124	0.01%	141
2020 Q2	$14K	Buy	217 +1	+0.5%	+$63	0.01%	129
2020 Q1	$13K	Buy	216 +2	+0.9%	+$134	0.01%	128
2019 Q4	$16K	Buy	214 +1	+0.5%	+$70	0.01%	126
2019 Q3	$13K	Buy	213 +1	+0.5%	+$59	0.01%	135
2019 Q2	$12K	Buy	212 +2	+1%	+$108	0.01%	146
2019 Q1	$11K	Buy	210 +39	+23%	+$2.41K	0.01%	138
2018 Q4	$11K	Buy	171 +1	+0.6%	+$75	0.01%	134
2018 Q3	$13K	Buy	170 +2	+1%	+$143	0.01%	132
2018 Q2	$11K	Buy	168 +1	+0.6%	+$66	0.01%	134
2018 Q1	$10K	Buy	167 +1	+0.6%	+$72	0.01%	148
2017 Q4	$12K	Buy	166 +1	+0.6%	+$73	0.01%	145
2017 Q3	$13K	Buy	165 +1	+0.6%	+$79	0.01%	139
2017 Q2	$13K	Buy	164 +1	+0.6%	+$79	0.01%	119
2017 Q1	$13K	Buy	163 +1	+0.6%	+$80	0.01%	120
2016 Q4	$13K	Buy	162 +1	+0.6%	+$81	0.01%	122
2016 Q3	$14K	Buy	161 +1	+0.6%	+$94	0.01%	122
2016 Q2	$15K	Hold	160	–	–	0.01%	117
2016 Q1	$17K	Buy	160 +1	+0.6%	+$97	0.01%	101
2015 Q4	$16K	Buy	159 +1	+0.6%	+$98	0.01%	102
2015 Q3	$15K	Hold	158	–	–	0.01%	98
2015 Q2	$17K	Buy	158 +1	+0.6%	+$102	0.01%	106
2015 Q1	$16K	Hold	157	–	–	0.01%	111
2014 Q4	$15K	Buy	+157	New	+$13.8K	0.01%	112

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lowe Wealth Advisors's CVS Position: Q3 2025 in Review

Lowe Wealth Advisors increased its CVS Health (CVS) stake by 0.75% in Q3 2025, buying an estimated $137 and bringing the position to 270 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #208.

Lowe Wealth Advisors first reported a position in CVS in Q4 2014 and has held it in 44 quarters since. The position peaked at $58K in Q3 2022. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

Lowe Wealth Advisors held 270 shares of CVS Health worth $20.4K as of Q3 2025.
Lowe Wealth Advisors bought 2 CVS Health shares in Q3 2025, an estimated $137.
CVS Health made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #208 holding.
Lowe Wealth Advisors first reported a position in CVS Health in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's CVS Health position peaked at $58K in Q3 2022.
1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.