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ORG Wealth Partners’s CVS Health CVS Stock Holding History

ORG Wealth Partners’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
Q4 		– Sell
-101
Closed -$7.63K – 613
2025
Q3 		$7.63K Hold
101
– – ﹤0.01% 488
2025
Q2 		$7.04K Hold
101
– – ﹤0.01% 518
2025
Q1 		$6.88K Buy
+101
New +$6.04K ﹤0.01% 575

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Wealth Partners's CVS Position: Q4 2025 in Review

ORG Wealth Partners sold out of CVS Health (CVS) in Q4 2025, closing a stake of 101 shares — an estimated $7.63K sold.

ORG Wealth Partners first reported a position in CVS in Q1 2025 and held it in 3 quarters. The position peaked at $7.63K in Q3 2025. 1,952 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • ORG Wealth Partners reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 101 CVS Health shares in Q4 2025, an estimated $7.63K.
  • ORG Wealth Partners first reported a position in CVS Health in Q1 2025 and held it in 3 quarters.
  • ORG Wealth Partners's CVS Health position peaked at $7.63K in Q3 2025.
  • 1,952 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.