PCS
CVS icon

Personal CFO Solutions’s CVS Health CVS Stock Holding History

Personal CFO Solutions’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
2026
Q1 		$787K Buy
10,960
+225
+2% +$17.3K 0.11% 164
2025
Q4 		$852K Sell
10,735
-440
-4% -$34.7K 0.14% 146
2025
Q3 		$842K Buy
11,175
+291
+3% +$19.9K 0.15% 139
2025
Q2 		$751K Sell
10,884
-252
-2% -$16.5K 0.14% 159
2025
Q1 		$754K Buy
11,136
+1,116
+11% +$66.8K 0.15% 144
2024
Q4 		$450K Sell
10,020
-16,691
-62% -$936K 0.09% 224
2024
Q3 		$1.68M Buy
26,711
+3,426
+15% +$200K 0.23% 80
2024
Q2 		$1.38M Sell
23,285
-2,093
-8% -$131K 0.21% 89
2024
Q1 		$2.02M Buy
25,378
+1,377
+6% +$105K 0.32% 62
2023
Q4 		$1.9M Buy
24,001
+4,646
+24% +$331K 0.33% 55
2023
Q3 		$1.35M Buy
19,355
+491
+3% +$34.8K 0.27% 76
2023
Q2 		$1.3M Buy
18,864
+1,535
+9% +$109K 0.26% 75
2023
Q1 		$1.29M Buy
17,329
+513
+3% +$43K 0.27% 70
2022
Q4 		$1.57M Buy
+16,816
New +$1.62M 0.33% 60
2022
Q3 		– Sell
-9,252
Closed -$857K – 426
2022
Q2 		$857K Buy
9,252
+1,160
+14% +$113K 0.2% 82
2022
Q1 		$819K Buy
8,092
+845
+12% +$88.8K 0.16% 124
2021
Q4 		$748K Buy
7,247
+1,539
+27% +$142K 0.14% 140
2021
Q3 		$484K Buy
5,708
+1,889
+49% +$158K 0.1% 195
2021
Q2 		$319K Buy
3,819
+519
+16% +$42.5K 0.07% 272
2021
Q1 		$248K Buy
+3,300
New +$240K 0.05% 317

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal CFO Solutions's CVS Position: Q1 2026 in Review

Personal CFO Solutions increased its CVS Health (CVS) stake by 2.1% in Q1 2026, buying an estimated $17.3K and bringing the position to 10,960 shares worth $787K. The position accounts for 0.11% of the portfolio, ranked #164.

Personal CFO Solutions first reported a position in CVS in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.02M in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Personal CFO Solutions held 10,960 shares of CVS Health worth $787K as of Q1 2026.
  • Personal CFO Solutions bought 225 CVS Health shares in Q1 2026, an estimated $17.3K.
  • CVS Health made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #164 holding.
  • Personal CFO Solutions first reported a position in CVS Health in Q1 2021 and has held it in 20 quarters since.
  • Personal CFO Solutions's CVS Health position peaked at $2.02M in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.