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Wealthedge Investment Advisors’s CVS Health CVS Stock Holding History

Wealthedge Investment Advisors’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
Q1 		– Sell
-56,249
Closed -$2.53M – 188
2024
Q4 		$2.53M Buy
+56,249
New +$3.16M 1.14% 21

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthedge Investment Advisors's CVS Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of CVS Health (CVS) in Q1 2025, closing a stake of 56,249 shares — an estimated $2.53M sold.

Wealthedge Investment Advisors first reported a position in CVS in Q4 2024 and held it in 1 quarter. The position peaked at $2.53M in Q4 2024. 1,752 funds tracked by Wall St. Rank hold CVS as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining CVS Health position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 56,249 CVS Health shares in Q1 2025, an estimated $2.53M.
  • Wealthedge Investment Advisors first reported a position in CVS Health in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's CVS Health position peaked at $2.53M in Q4 2024.
  • 1,752 funds tracked by Wall St. Rank held CVS Health as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.