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Schechter Investment Advisors’s CVS Health CVS Stock Holding History

Schechter 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
2025
Q1 		$403K Buy
5,945
+336
+6% +$20.1K 0.03% 413
2024
Q4 		$252K Sell
5,609
-5,633
-50% -$316K 0.02% 526
2024
Q3 		$707K Sell
11,242
-863
-7% -$50.3K 0.05% 319
2024
Q2 		$715K Sell
12,105
-2,329
-16% -$146K 0.05% 302
2024
Q1 		$1.15M Sell
14,434
-223
-2% -$17K 0.09% 216
2023
Q4 		$1.16M Buy
14,657
+14
+0.1% +$996 0.1% 202
2023
Q3 		$1.02M Sell
14,643
-6,608
-31% -$468K 0.1% 215
2023
Q2 		$1.47M Buy
21,251
+516
+2% +$36.7K 0.13% 164
2023
Q1 		$1.54M Sell
20,735
-6,841
-25% -$574K 0.14% 169
2022
Q4 		$2.57M Sell
27,576
-682
-2% -$65.8K 0.23% 80
2022
Q3 		$2.69M Buy
28,258
+3,549
+14% +$351K 0.27% 60
2022
Q2 		$2.29M Sell
24,709
-1,348
-5% -$132K 0.22% 76
2022
Q1 		$2.64M Sell
26,057
-1,634
-6% -$172K 0.25% 64
2021
Q4 		$2.86M Buy
+27,691
New +$2.56M 0.26% 68

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's CVS Position: Q1 2025 in Review

Schechter Investment Advisors increased its CVS Health (CVS) stake by 6% in Q1 2025, buying an estimated $20.1K and bringing the position to 5,945 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #413.

Schechter Investment Advisors first reported a position in CVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.86M in Q4 2021. 1,752 funds tracked by Wall St. Rank hold CVS as of Q1 2025.

  • Schechter Investment Advisors held 5,945 shares of CVS Health worth $403K as of Q1 2025.
  • Schechter Investment Advisors bought 336 CVS Health shares in Q1 2025, an estimated $20.1K.
  • CVS Health made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #413 holding.
  • Schechter Investment Advisors first reported a position in CVS Health in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's CVS Health position peaked at $2.86M in Q4 2021.
  • 1,752 funds tracked by Wall St. Rank held CVS Health as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.