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Mowery & Schoenfeld Wealth Management’s CVS Health CVS Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-92
Closed -$7.3K – 389
2025
Q4 		$7.3K Buy
+92
New +$7.25K 0.01% 281
2025
Q1 		– Sell
-120
Closed -$5.39K – 485
2024
Q4 		$5.39K Buy
+120
New +$6.73K 0.01% 298

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's CVS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of CVS Health (CVS) in Q1 2026, closing a stake of 92 shares — an estimated $7.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CVS in Q4 2024 and held it in 2 quarters. The position peaked at $7.3K in Q4 2025. 1,880 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 92 CVS Health shares in Q1 2026, an estimated $7.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in CVS Health in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's CVS Health position peaked at $7.3K in Q4 2025.
  • 1,880 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.