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Mid-American Wealth Advisory Group’s CVS Health CVS Stock Holding History

Mid-American Wealth Advisory Group’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
-38
Closed -$2.62K – 105
2025
Q2 		$2.62K Buy
+38
New +$2.49K ﹤0.01% 255
2023
Q3 		– Sell
-10,321
Closed -$727K – 49
2023
Q2 		$727K Buy
+10,321
New +$734K 0.57% 45
2022
Q1 		$1.04M Sell
10,299
-945
-8% -$99.3K 0.82% 35
2021
Q4 		$1.16M Buy
+11,244
New +$1.04M 0.93% 31

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mid-American Wealth Advisory Group's CVS Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of CVS Health (CVS) in Q3 2025, closing a stake of 38 shares — an estimated $2.62K sold.

Mid-American Wealth Advisory Group first reported a position in CVS in Q4 2021 and held it in 4 quarters. The position peaked at $1.16M in Q4 2021. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 38 CVS Health shares in Q3 2025, an estimated $2.62K.
  • Mid-American Wealth Advisory Group first reported a position in CVS Health in Q4 2021 and held it in 4 quarters.
  • Mid-American Wealth Advisory Group's CVS Health position peaked at $1.16M in Q4 2021.
  • 1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.