Standard Family Office’s CVS Health CVS Stock Holding History

Standard Family Office’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	$35K	Hold	488	–	–	0.04%	28
2025 Q4	$38.7K	Hold	488	–	–	0.04%	27
2025 Q3	$36.8K	Hold	488	–	–	0.04%	27
2025 Q2	$33.7K	Hold	488	–	–	0.04%	28
2025 Q1	$33.1K	Sell	488 -366	-43%	-$21.9K	0.04%	27
2024 Q4	$38.3K	Hold	854	–	–	0.05%	33
2024 Q3	$53.7K	Hold	854	–	–	0.07%	37
2024 Q2	$50.4K	Hold	854	–	–	0.06%	36
2024 Q1	$68.1K	Buy	+854	New	+$65.2K	0.09%	32
2022 Q4	–	Sell	-24	Closed	-$2K	–	109
2022 Q3	$2K	Buy	+24	New	+$2.38K	﹤0.01%	382
2021 Q3	–	Sell	-62	Closed	-$5K	–	180
2021 Q2	$5K	Hold	62	–	–	﹤0.01%	270
2021 Q1	$5K	Hold	62	–	–	﹤0.01%	327
2020 Q4	$4K	Buy	+62	New	+$4.03K	﹤0.01%	333

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

Standard Family Office's CVS Position: Q1 2026 in Review

Standard Family Office held its CVS Health (CVS) position steady in Q1 2026 at 488 shares worth $35K. The position accounts for 0.04% of the portfolio, ranked #28.

Standard Family Office first reported a position in CVS in Q4 2020 and has held it in 13 quarters since. The position peaked at $68.1K in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Standard Family Office held 488 shares of CVS Health worth $35K as of Q1 2026.
Standard Family Office left its CVS Health share count unchanged in Q1 2026.
CVS Health made up 0.04% of Standard Family Office's portfolio in Q1 2026, its #28 holding.
Standard Family Office first reported a position in CVS Health in Q4 2020 and has held it in 13 quarters since.
Standard Family Office's CVS Health position peaked at $68.1K in Q1 2024.
1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Standard Family Office's 13F filing for Q1 2026, filed 14 May 2026.