SPC
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Spirepoint Private Client’s CVS Health CVS Stock Holding History

Spirepoint Private Client’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 		– Sell
-2,631
Closed -$209K – 327
2025
Q4 		$209K Buy
+2,631
New +$207K 0.02% 293
2024
Q2 		– Sell
-2,815
Closed -$225K – 210
2024
Q1 		$225K Buy
+2,815
New +$215K 0.03% 186

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Spirepoint Private Client's CVS Position: Q1 2026 in Review

Spirepoint Private Client sold out of CVS Health (CVS) in Q1 2026, closing a stake of 2,631 shares — an estimated $209K sold.

Spirepoint Private Client first reported a position in CVS in Q1 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Spirepoint Private Client reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Spirepoint Private Client sold 2,631 CVS Health shares in Q1 2026, an estimated $209K.
  • Spirepoint Private Client first reported a position in CVS Health in Q1 2024 and held it in 2 quarters.
  • Spirepoint Private Client's CVS Health position peaked at $225K in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.