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Winnow Wealth’s CVS Health CVS Stock Holding History

Winnow 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
-40
Closed -$3.2K – 222
2025
Q4 		$3.2K Hold
40
– – ﹤0.01% 323
2025
Q3 		$3.04K Buy
+40
New +$2.74K ﹤0.01% 307
2025
Q2 		– Sell
-40
Closed -$2.71K – 279
2025
Q1 		$2.71K Buy
40
+13
+48% +$778 ﹤0.01% 281
2024
Q4 		$1.19K Buy
+27
New +$1.51K ﹤0.01% 329

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 $3.38T AUM 44.17% 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

Winnow Wealth's CVS Position: Q1 2026 in Review

Winnow Wealth sold out of CVS Health (CVS) in Q1 2026, closing a stake of 40 shares — an estimated $3.2K sold.

Winnow Wealth first reported a position in CVS in Q4 2024 and held it in 4 quarters. The position peaked at $3.2K in Q4 2025. 1,880 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Winnow Wealth reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 40 CVS Health shares in Q1 2026, an estimated $3.2K.
  • Winnow Wealth first reported a position in CVS Health in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's CVS Health position peaked at $3.2K in Q4 2025.
  • 1,880 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.