OLVIG
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Oliver Lagore Vanvalin Investment Group’s CVS Health CVS Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$9.94K Buy
+147
New +$9.64K ﹤0.01% 422
2024
Q4 		$6.59K Sell
147
-188
-56% -$10.5K ﹤0.01% 488
2024
Q3 		$21K Sell
335
-260
-44% -$15.2K 0.01% 339
2024
Q2 		$35.1K Buy
595
+247
+71% +$15.5K 0.01% 273
2024
Q1 		$27.7K Sell
348
-18
-5% -$1.38K 0.01% 306
2023
Q4 		$28.9K Sell
366
-872
-70% -$62.1K 0.01% 273
2023
Q3 		$86.4K Buy
1,238
+43
+4% +$3.05K 0.03% 179
2023
Q2 		$82.6K Sell
1,195
-81
-6% -$5.76K 0.03% 192
2023
Q1 		$94.8K Sell
1,276
-3,140
-71% -$263K 0.04% 130
2022
Q4 		$412K Sell
4,416
-796
-15% -$76.8K 0.23% 53
2022
Q3 		$497K Sell
5,212
-266
-5% -$26.3K 0.32% 50
2022
Q2 		$508K Sell
5,478
-353
-6% -$34.5K 0.3% 49
2022
Q1 		$586K Sell
5,831
-62,069
-91% -$6.52M 0.39% 47
2021
Q4 		$7M Buy
+67,900
New +$6.27M 0.5% 32

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Oliver Lagore Vanvalin Investment Group's CVS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in CVS Health (CVS) in Q2 2025: 147 shares worth $9.94K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CVS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $7M in Q4 2021. 1,758 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 147 shares of CVS Health worth $9.94K as of Q2 2025.
  • CVS Health was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • CVS Health made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #422 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in CVS Health in Q4 2021 and has held it in 14 quarters since.
  • Oliver Lagore Vanvalin Investment Group's CVS Health position peaked at $7M in Q4 2021.
  • 1,758 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.