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Painted Porch Advisors’s CVS Health CVS Stock Holding History

Painted Porch 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
Q4 		– Sell
-490
Closed -$36.9K – 146
2025
Q3 		$36.9K Hold
490
– – 0.01% 179
2025
Q2 		$33.8K Sell
490
-7
-1% -$459 0.01% 180
2025
Q1 		$33.7K Buy
497
+98
+25% +$5.87K 0.01% 181
2024
Q4 		$17.9K Buy
399
+276
+224% +$15.5K 0.01% 233
2024
Q3 		$7.76K Buy
123
+1
+0.8% +$58 ﹤0.01% 264
2024
Q2 		$7.23K Buy
+122
New +$7.63K ﹤0.01% 235

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 $3.37T AUM 44.26% 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

Painted Porch Advisors's CVS Position: Q4 2025 in Review

Painted Porch Advisors sold out of CVS Health (CVS) in Q4 2025, closing a stake of 490 shares — an estimated $36.9K sold.

Painted Porch Advisors first reported a position in CVS in Q2 2024 and held it in 6 quarters. The position peaked at $36.9K in Q3 2025. 1,948 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Painted Porch Advisors reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 490 CVS Health shares in Q4 2025, an estimated $36.9K.
  • Painted Porch Advisors first reported a position in CVS Health in Q2 2024 and held it in 6 quarters.
  • Painted Porch Advisors's CVS Health position peaked at $36.9K in Q3 2025.
  • 1,948 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.