WAG
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Wiser Advisor Group’s CVS Health CVS Stock Holding History

Wiser Advisor 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
2025
Q4 		– Sell
-1
Closed -$83 – 238
2025
Q3 		$83 Buy
+1
New +$69 ﹤0.01% 246
2025
Q2 		– Sell
-1
Closed -$73 – 91
2025
Q1 		$73 Hold
1
– – ﹤0.01% 270
2024
Q4 		$48 Sell
1
-744
-100% -$41.7K ﹤0.01% 267
2024
Q3 		$46.8K Buy
745
+8
+1% +$467 0.07% 100
2024
Q2 		$43.5K Buy
737
+9
+1% +$563 0.07% 101
2024
Q1 		$58.1K Buy
728
+6
+0.8% +$458 0.09% 85
2023
Q4 		$57K Buy
+722
New +$51.4K 0.09% 86

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wiser Advisor Group's CVS Position: Q4 2025 in Review

Wiser Advisor Group sold out of CVS Health (CVS) in Q4 2025, closing a stake of 1 share — an estimated $83 sold.

Wiser Advisor Group first reported a position in CVS in Q4 2023 and held it in 7 quarters. The position peaked at $58.1K in Q1 2024. 1,948 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

  • Wiser Advisor Group reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 1 CVS Health share in Q4 2025, an estimated $83.
  • Wiser Advisor Group first reported a position in CVS Health in Q4 2023 and held it in 7 quarters.
  • Wiser Advisor Group's CVS Health position peaked at $58.1K in Q1 2024.
  • 1,948 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.