West Financial Advisors’s CVS Health CVS Stock Holding History

West Financial 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 Q3	–	Sell	-203	Closed	-$14K	–	199
2025 Q2	$14K	Hold	203	–	–	﹤0.01%	143
2025 Q1	$13.8K	Hold	203	–	–	﹤0.01%	142
2024 Q4	$9.11K	Hold	203	–	–	﹤0.01%	156
2024 Q3	$12.8K	Hold	203	–	–	﹤0.01%	144
2024 Q2	$12K	Hold	203	–	–	﹤0.01%	118
2024 Q1	$16.2K	Hold	203	–	–	﹤0.01%	112
2023 Q4	$16K	Sell	203 -31	-13%	-$2.21K	﹤0.01%	113
2023 Q3	$16.3K	Buy	234 +31	+15%	+$2.2K	﹤0.01%	119
2023 Q2	$14K	Hold	203	–	–	﹤0.01%	121
2023 Q1	$15.1K	Hold	203	–	–	﹤0.01%	113
2022 Q4	$18.9K	Sell	203 -550	-73%	-$53.1K	0.01%	102
2022 Q3	$72K	Hold	753	–	–	0.02%	89
2022 Q2	$70K	Hold	753	–	–	0.02%	88
2022 Q1	$76K	Hold	753	–	–	0.02%	88
2021 Q4	$78K	Hold	753	–	–	0.02%	95
2021 Q3	$64K	Buy	753 +203	+37%	+$17K	0.02%	92
2021 Q2	$46K	Hold	550	–	–	0.01%	92
2021 Q1	$41K	Hold	550	–	–	0.01%	93
2020 Q4	$38K	Buy	+550	New	+$35.8K	0.01%	94

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Financial Advisors's CVS Position: Q3 2025 in Review

West Financial Advisors sold out of CVS Health (CVS) in Q3 2025, closing a stake of 203 shares — an estimated $14K sold.

West Financial Advisors first reported a position in CVS in Q4 2020 and held it in 19 quarters. The position peaked at $78K in Q4 2021. 1,837 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

West Financial Advisors reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
West Financial Advisors sold 203 CVS Health shares in Q3 2025, an estimated $14K.
West Financial Advisors first reported a position in CVS Health in Q4 2020 and held it in 19 quarters.
West Financial Advisors's CVS Health position peaked at $78K in Q4 2021.
1,837 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.