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Turning Point Benefit Group’s CVS Health CVS Stock Holding History

Turning Point Benefit Group’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
-49
Closed -$3.89K – 265
2025
Q4 		$3.89K Buy
49
+21
+75% +$1.66K ﹤0.01% 337
2025
Q3 		$2.15K Buy
+28
New +$1.92K ﹤0.01% 294

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Turning Point Benefit Group's CVS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of CVS Health (CVS) in Q1 2026, closing a stake of 49 shares — an estimated $3.89K sold.

Turning Point Benefit Group first reported a position in CVS in Q3 2025 and held it in 2 quarters. The position peaked at $3.89K in Q4 2025. 1,876 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Turning Point Benefit Group reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 49 CVS Health shares in Q1 2026, an estimated $3.89K.
  • Turning Point Benefit Group first reported a position in CVS Health in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's CVS Health position peaked at $3.89K in Q4 2025.
  • 1,876 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.