PWM
CVS icon

Palumbo Wealth Management’s CVS Health CVS Stock Holding History

Palumbo Wealth Management’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
-3,995
Closed -$267K – 221
2025
Q3 		$267K Buy
+3,995
New +$274K 0.09% 147
2023
Q4 		– Sell
-4,000
Closed -$279K – 126
2023
Q3 		$279K Buy
+4,000
New +$283K 0.15% 92

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

Palumbo Wealth Management's CVS Position: Q4 2025 in Review

Palumbo Wealth Management sold out of CVS Health (CVS) in Q4 2025, closing a stake of 3,995 shares — an estimated $267K sold.

Palumbo Wealth Management first reported a position in CVS in Q3 2023 and held it in 2 quarters. The position peaked at $279K in Q3 2023. 1,948 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Palumbo Wealth Management reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 3,995 CVS Health shares in Q4 2025, an estimated $267K.
  • Palumbo Wealth Management first reported a position in CVS Health in Q3 2023 and held it in 2 quarters.
  • Palumbo Wealth Management's CVS Health position peaked at $279K in Q3 2023.
  • 1,948 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Palumbo Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.