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Nalls Sherbakoff Group’s CVS Health CVS Stock Holding History

Nalls Sherbakoff 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
2026
Q1 		– Sell
-100
Closed -$7.94K – 428
2025
Q4 		$7.94K Hold
100
– – 0.01% 343
2025
Q3 		$7.54K Hold
100
– – 0.01% 343
2025
Q2 		$6.9K Hold
100
– – 0.01% 344
2025
Q1 		$6.78K Buy
+100
New +$5.98K 0.01% 318
2023
Q4 		$7.9K Hold
100
– – 0.01% 282
2023
Q3 		$6.98K Hold
100
– – 0.01% 282
2023
Q2 		$6.8K Hold
100
– – 0.01% 284
2023
Q1 		$7.47K Buy
+100
New +$8.39K 0.01% 284

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

Nalls Sherbakoff Group's CVS Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of CVS Health (CVS) in Q1 2026, closing a stake of 100 shares — an estimated $7.94K sold.

Nalls Sherbakoff Group first reported a position in CVS in Q1 2023 and held it in 8 quarters. The position peaked at $7.94K in Q4 2025. 1,880 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Nalls Sherbakoff Group reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 100 CVS Health shares in Q1 2026, an estimated $7.94K.
  • Nalls Sherbakoff Group first reported a position in CVS Health in Q1 2023 and held it in 8 quarters.
  • Nalls Sherbakoff Group's CVS Health position peaked at $7.94K in Q4 2025.
  • 1,880 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.