MWM
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Moran Wealth Management’s CVS Health CVS Stock Holding History

Moran Wealth Management’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
2024
Q4 		– Sell
-38,205
Closed -$2.4M – 425
2024
Q3 		$2.4M Sell
38,205
-128,902
-77% -$7.52M 0.07% 249
2024
Q2 		$9.87M Buy
167,107
+62,423
+60% +$3.9M 0.32% 103
2024
Q1 		$8.35M Buy
104,684
+82,096
+363% +$6.27M 0.27% 127
2023
Q4 		$1.78M Buy
22,588
+11,813
+110% +$841K 0.06% 255
2023
Q3 		$752K Buy
+10,775
New +$763K 0.03% 274

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Moran Wealth Management's CVS Position: Q4 2024 in Review

Moran Wealth Management sold out of CVS Health (CVS) in Q4 2024, closing a stake of 38,205 shares — an estimated $2.4M sold.

Moran Wealth Management first reported a position in CVS in Q3 2023 and held it in 5 quarters. The position peaked at $9.87M in Q2 2024. 1,668 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

  • Moran Wealth Management reported no remaining CVS Health position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 38,205 CVS Health shares in Q4 2024, an estimated $2.4M.
  • Moran Wealth Management first reported a position in CVS Health in Q3 2023 and held it in 5 quarters.
  • Moran Wealth Management's CVS Health position peaked at $9.87M in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.