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Westfuller Advisors’s CVS Health CVS Stock Holding History

Westfuller 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
2026
Q1 		$16.9K Buy
235
+2
+0.9% +$154 0.01% 368
2025
Q4 		$18.5K Buy
233
+2
+0.9% +$158 0.01% 382
2025
Q3 		$17.4K Buy
+231
New +$15.8K 0.01% 383

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westfuller Advisors's CVS Position: Q1 2026 in Review

Westfuller Advisors increased its CVS Health (CVS) stake by 0.86% in Q1 2026, buying an estimated $154 and bringing the position to 235 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #368.

Westfuller Advisors first reported a position in CVS in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.5K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Westfuller Advisors held 235 shares of CVS Health worth $16.9K as of Q1 2026.
  • Westfuller Advisors bought 2 CVS Health shares in Q1 2026, an estimated $154.
  • CVS Health made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #368 holding.
  • Westfuller Advisors first reported a position in CVS Health in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's CVS Health position peaked at $18.5K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.