SWA
CVS icon

Sax Wealth Advisors’s CVS Health CVS Stock Holding History

Sax Wealth 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
-2,681
Closed -$202K – 495
2025
Q3 		$202K Buy
+2,681
New +$184K 0.01% 426
2023
Q4 		– Sell
-4,103
Closed -$286K – 190
2023
Q3 		$286K Buy
4,103
+156
+4% +$11.1K 0.06% 140
2023
Q2 		$273K Hold
3,947
– – 0.05% 144
2023
Q1 		$293K Sell
3,947
-270
-6% -$22.6K 0.06% 139
2022
Q4 		$393K Buy
4,217
+993
+31% +$95.8K 0.09% 118
2022
Q3 		$307K Sell
3,224
-19
-0.6% -$1.88K 0.08% 126
2022
Q2 		$300K Buy
3,243
+3
+0.1% +$293 0.08% 133
2022
Q1 		$328K Hold
3,240
– – 0.08% 135
2021
Q4 		$334K Buy
3,240
+246
+8% +$22.7K 0.07% 139
2021
Q3 		$254K Sell
2,994
-240
-7% -$20.1K 0.06% 142
2021
Q2 		$270K Buy
3,234
+123
+4% +$10.1K 0.09% 126
2021
Q1 		$234K Buy
3,111
+24
+0.8% +$1.75K 0.09% 127
2020
Q4 		$211K Buy
+3,087
New +$201K 0.1% 122

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

Sax Wealth Advisors's CVS Position: Q4 2025 in Review

Sax Wealth Advisors sold out of CVS Health (CVS) in Q4 2025, closing a stake of 2,681 shares — an estimated $202K sold.

Sax Wealth Advisors first reported a position in CVS in Q4 2020 and held it in 13 quarters. The position peaked at $393K in Q4 2022. 1,948 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Sax Wealth Advisors reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 2,681 CVS Health shares in Q4 2025, an estimated $202K.
  • Sax Wealth Advisors first reported a position in CVS Health in Q4 2020 and held it in 13 quarters.
  • Sax Wealth Advisors's CVS Health position peaked at $393K in Q4 2022.
  • 1,948 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.