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Minot DeBlois Advisors’s CVS Health CVS Stock Holding History

Minot DeBlois 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
2026
Q1 		– Sell
-119
Closed -$9.44K – 228
2025
Q4 		$9.44K Hold
119
– – 0.01% 125
2025
Q3 		$8.97K Hold
119
– – 0.01% 154
2025
Q2 		$8.21K Hold
119
– – 0.01% 163
2025
Q1 		$8.06K Hold
119
– – 0.01% 167
2024
Q4 		$5.34K Buy
+119
New +$6.68K ﹤0.01% 238

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Minot DeBlois Advisors's CVS Position: Q1 2026 in Review

Minot DeBlois Advisors sold out of CVS Health (CVS) in Q1 2026, closing a stake of 119 shares — an estimated $9.44K sold.

Minot DeBlois Advisors first reported a position in CVS in Q4 2024 and held it in 5 quarters. The position peaked at $9.44K in Q4 2025. 1,878 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Minot DeBlois Advisors reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Minot DeBlois Advisors sold 119 CVS Health shares in Q1 2026, an estimated $9.44K.
  • Minot DeBlois Advisors first reported a position in CVS Health in Q4 2024 and held it in 5 quarters.
  • Minot DeBlois Advisors's CVS Health position peaked at $9.44K in Q4 2025.
  • 1,878 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.