Abound Financial’s CVS Health CVS Stock Holding History

Abound Financial’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 Q2	–	Sell	-47	Closed	-$3.18K	–	109
2025 Q1	$3.18K	Buy	+47	New	+$2.81K	﹤0.01%	238

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Abound Financial's CVS Position: Q2 2025 in Review

Abound Financial sold out of CVS Health (CVS) in Q2 2025, closing a stake of 47 shares — an estimated $3.18K sold.

Abound Financial first reported a position in CVS in Q1 2025 and held it in 1 quarter. The position peaked at $3.18K in Q1 2025. 1,759 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

Abound Financial reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
Abound Financial sold 47 CVS Health shares in Q2 2025, an estimated $3.18K.
Abound Financial first reported a position in CVS Health in Q1 2025 and held it in 1 quarter.
Abound Financial's CVS Health position peaked at $3.18K in Q1 2025.
1,759 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Abound Financial's 13F filing for Q2 2025, filed 14 Aug 2025.