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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
2024
Q4 		– Sell
-5,154
Closed -$324K – 169
2024
Q3 		$324K Buy
+5,154
New +$301K 0.08% 89
2024
Q2 		– Sell
-5,450
Closed -$435K – 141
2024
Q1 		$435K Buy
+5,450
New +$416K 0.14% 68

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
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.