Oak Hill Wealth Advisors’s CVS Health CVS Stock Holding History

Oak Hill Wealth 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
2025 Q3	$306K	Sell	4,054 -265	-6%	-$18.2K	0.06%	124
2025 Q2	$289K	Hold	4,319	–	–	0.06%	126
2025 Q1	$293K	Buy	+4,319	New	+$258K	0.07%	112
2024 Q3	–	Sell	-5,750	Closed	-$335K	–	147
2024 Q2	$340K	Buy	+5,750	New	+$360K	0.1%	83
2024 Q1	–	Sell	-6,950	Closed	-$531K	–	134
2023 Q4	$549K	Sell	6,950 -451	-6%	-$32.1K	0.19%	58
2023 Q3	$517K	Sell	7,401 -1,813	-20%	-$128K	0.2%	59
2023 Q2	$763K	Sell	9,214 -84	-0.9%	-$5.98K	0.28%	44
2023 Q1	$693K	Sell	9,298 -100	-1%	-$8.39K	0.27%	52
2022 Q4	$876K	Buy	+9,398	New	+$907K	0.36%	42

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oak Hill Wealth Advisors's CVS Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its CVS Health (CVS) stake by 6.1% in Q3 2025, selling an estimated $18.2K and leaving 4,054 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #124.

Oak Hill Wealth Advisors first reported a position in CVS in Q4 2022 and has held it in 9 quarters since. The position peaked at $876K in Q4 2022. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

Oak Hill Wealth Advisors held 4,054 shares of CVS Health worth $306K as of Q3 2025.
Oak Hill Wealth Advisors sold 265 CVS Health shares in Q3 2025, an estimated $18.2K.
CVS Health made up 0.06% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #124 holding.
Oak Hill Wealth Advisors first reported a position in CVS Health in Q4 2022 and has held it in 9 quarters since.
Oak Hill Wealth Advisors's CVS Health position peaked at $876K in Q4 2022.
1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.