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Optimum Investment Advisors’s CVS Health CVS Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-500
Closed -$3K – 954
2019
Q3 		$3K Hold
500
– – ﹤0.01% 915
2019
Q2 		$1K Buy
+500
New +$26.9K ﹤0.01% 908

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

Optimum Investment Advisors's CVS Position: Q3 2025 in Review

Optimum Investment Advisors reduced its CVS Health (CVS) stake by 15% in Q3 2025, selling an estimated $27.6K and leaving 2,302 shares worth $174K. The position accounts for 0.07% of the portfolio, ranked #203.

Optimum Investment Advisors first reported a position in CVS in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.01M in Q4 2018. 1,835 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Optimum Investment Advisors held 2,302 shares of CVS Health worth $174K as of Q3 2025.
  • Optimum Investment Advisors sold 403 CVS Health shares in Q3 2025, an estimated $27.6K.
  • CVS Health made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #203 holding.
  • Optimum Investment Advisors first reported a position in CVS Health in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's CVS Health position peaked at $1.01M in Q4 2018.
  • 1,835 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.