Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MFG
Mendota Financial Group’s
CVS Health
CVS
Stock Holding History
Mendota Financial Group’s Portfolio
CVS Stock Details
CVS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-981
Closed
-$44K
–
161
2024
Q4
$44K
Buy
981
+978
+32,600%
+$54.9K
0.03%
170
2024
Q3
$189
Sell
3
-296
-99%
-$17.3K
﹤0.01%
652
2024
Q2
$17.7K
Hold
299
–
–
0.01%
212
2024
Q1
$23.8K
Hold
299
–
–
0.01%
210
2023
Q4
$23.6K
Hold
299
–
–
0.02%
236
2023
Q3
$20.9K
Hold
299
–
–
0.02%
172
2023
Q2
$20.7K
Sell
299
-30
-9%
-$2.13K
0.02%
173
2023
Q1
$33.3K
Sell
329
-1
-0.3%
-$84
0.03%
163
2022
Q4
$30.7K
Buy
+330
New
+$31.8K
0.04%
155
Other funds holding CVS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
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
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close