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McCarter Private Wealth Services’s CVS Health CVS Stock Holding History

McCarter Private Wealth Services’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
2026
Q1 		$335K Buy
4,661
+670
+17% +$51.6K 0.15% 123
2025
Q4 		$317K Buy
+3,991
New +$315K 0.14% 126
2024
Q4 		– Sell
-3,237
Closed -$204K – 103
2024
Q3 		$204K Buy
+3,237
New +$189K 0.13% 101

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McCarter Private Wealth Services's CVS Position: Q1 2026 in Review

McCarter Private Wealth Services increased its CVS Health (CVS) stake by 17% in Q1 2026, buying an estimated $51.6K and bringing the position to 4,661 shares worth $335K. The position accounts for 0.15% of the portfolio, ranked #123.

McCarter Private Wealth Services first reported a position in CVS in Q3 2024 and has held it in 3 quarters since. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • McCarter Private Wealth Services held 4,661 shares of CVS Health worth $335K as of Q1 2026.
  • McCarter Private Wealth Services bought 670 CVS Health shares in Q1 2026, an estimated $51.6K.
  • CVS Health made up 0.15% of McCarter Private Wealth Services's portfolio in Q1 2026, its #123 holding.
  • McCarter Private Wealth Services first reported a position in CVS Health in Q3 2024 and has held it in 3 quarters since.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.