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Purpose Unlimited Inc’s CVS Health CVS Stock Holding History

Purpose Unlimited Inc’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 		$31.2K Buy
435
+241
+124% +$18.6K ﹤0.01% 343
2025
Q4 		$15.4K Buy
+194
New +$15.3K ﹤0.01% 280

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Purpose Unlimited Inc's CVS Position: Q1 2026 in Review

Purpose Unlimited Inc increased its CVS Health (CVS) stake by 124% in Q1 2026, buying an estimated $18.6K and bringing the position to 435 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Purpose Unlimited Inc first reported a position in CVS in Q4 2025 and has held it in 2 quarters since. 1,874 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Purpose Unlimited Inc held 435 shares of CVS Health worth $31.2K as of Q1 2026.
  • Purpose Unlimited Inc bought 241 CVS Health shares in Q1 2026, an estimated $18.6K.
  • CVS Health made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #343 holding.
  • Purpose Unlimited Inc first reported a position in CVS Health in Q4 2025 and has held it in 2 quarters since.
  • 1,874 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.