Signal Advisors Wealth’s CVS Health CVS Stock Holding History

Signal Advisors Wealth’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 Q3	–	Sell	-3,296	Closed	-$227K	–	474
2025 Q2	$227K	Buy	+3,296	New	+$216K	0.02%	428

Other funds holding CVS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Signal Advisors Wealth's CVS Position: Q3 2025 in Review

Signal Advisors Wealth sold out of CVS Health (CVS) in Q3 2025, closing a stake of 3,296 shares — an estimated $227K sold.

Signal Advisors Wealth first reported a position in CVS in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

Signal Advisors Wealth reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
Signal Advisors Wealth sold 3,296 CVS Health shares in Q3 2025, an estimated $227K.
Signal Advisors Wealth first reported a position in CVS Health in Q2 2025 and held it in 1 quarter.
Signal Advisors Wealth's CVS Health position peaked at $227K in Q2 2025.
1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.