TritonPoint Wealth’s CVS Health CVS Stock Holding History

TritonPoint 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
2026 Q1	–	Sell	-2,901	Closed	-$230K	–	276
2025 Q4	$230K	Sell	2,901 -174	-6%	-$13.7K	0.02%	250
2025 Q3	$232K	Buy	3,075 +12	+0.4%	+$822	0.02%	321
2025 Q2	$211K	Sell	3,063 -713	-19%	-$46.8K	0.02%	328
2025 Q1	$256K	Buy	+3,776	New	+$226K	0.02%	307
2024 Q4	–	Sell	-3,427	Closed	-$210K	–	334
2024 Q3	$210K	Sell	3,427 -5,081	-60%	-$296K	0.02%	318
2024 Q2	$502K	Sell	8,508 -7,813	-48%	-$489K	0.05%	202
2024 Q1	$1.59M	Sell	16,321 -4,079	-20%	-$312K	0.17%	120
2023 Q4	$1.61M	Buy	+20,400	New	+$1.45M	0.16%	124

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

TritonPoint Wealth's CVS Position: Q1 2026 in Review

TritonPoint Wealth sold out of CVS Health (CVS) in Q1 2026, closing a stake of 2,901 shares — an estimated $230K sold.

TritonPoint Wealth first reported a position in CVS in Q4 2023 and held it in 8 quarters. The position peaked at $1.61M in Q4 2023. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

TritonPoint Wealth reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
TritonPoint Wealth sold 2,901 CVS Health shares in Q1 2026, an estimated $230K.
TritonPoint Wealth first reported a position in CVS Health in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's CVS Health position peaked at $1.61M in Q4 2023.
1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.