Richwood Investment Advisors’s CVS Health CVS Stock Holding History

Richwood Investment 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
2026 Q1	$245K	Sell	3,408 -51	-1%	-$3.93K	0.19%	88
2025 Q4	$271K	Buy	+3,459	New	+$273K	0.19%	92
2024 Q4	–	Sell	-3,240	Closed	-$204K	–	101
2024 Q3	$204K	Sell	3,240 -215	-6%	-$12.5K	0.17%	101
2024 Q2	$204K	Sell	3,455 -432	-11%	-$27K	0.18%	98
2024 Q1	$310K	Hold	3,887	–	–	0.28%	82
2023 Q4	$307K	Sell	3,887 -35	-0.9%	-$2.49K	0.29%	80
2023 Q3	$274K	Sell	3,922 -470	-11%	-$33.3K	0.28%	85
2023 Q2	$304K	Sell	4,392 -423	-9%	-$30.1K	0.3%	82
2023 Q1	$358K	Sell	4,815 -22	-0.5%	-$1.84K	0.36%	79
2022 Q4	$451K	Buy	4,837 +150	+3%	+$14.5K	0.45%	63
2022 Q3	$447K	Hold	4,687	–	–	0.49%	57
2022 Q2	$434K	Hold	4,687	–	–	0.44%	67
2022 Q1	$474K	Sell	4,687 -30	-0.6%	-$3.15K	0.42%	67
2021 Q4	$487K	Buy	+4,717	New	+$436K	0.43%	58

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richwood Investment Advisors's CVS Position: Q1 2026 in Review

Richwood Investment Advisors reduced its CVS Health (CVS) stake by 1.5% in Q1 2026, selling an estimated $3.93K and leaving 3,408 shares worth $245K. The position accounts for 0.19% of the portfolio, ranked #88.

Richwood Investment Advisors first reported a position in CVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $487K in Q4 2021. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Richwood Investment Advisors held 3,408 shares of CVS Health worth $245K as of Q1 2026.
Richwood Investment Advisors sold 51 CVS Health shares in Q1 2026, an estimated $3.93K.
CVS Health made up 0.19% of Richwood Investment Advisors's portfolio in Q1 2026, its #88 holding.
Richwood Investment Advisors first reported a position in CVS Health in Q4 2021 and has held it in 14 quarters since.
Richwood Investment Advisors's CVS Health position peaked at $487K in Q4 2021.
1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.