AWM
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Accredited Wealth Management’s CVS Health CVS Stock Holding History

Accredited Wealth Management’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 		$241K Sell
175
-3,080
-95% -$211K 0.18% 60
2025
Q2 		$225K Sell
3,255
-196
-6% -$12.9K 0.18% 61
2025
Q1 		$234K Hold
3,451
– – 0.2% 51
2024
Q4 		$155K Buy
+3,451
New +$194K 0.14% 76

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's CVS Position: Q3 2025 in Review

Accredited Wealth Management reduced its CVS Health (CVS) stake by 95% in Q3 2025, selling an estimated $211K and leaving 175 shares worth $241K. The position accounts for 0.18% of the portfolio, ranked #60.

Accredited Wealth Management first reported a position in CVS in Q4 2024 and has held it in 4 quarters since. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Accredited Wealth Management held 175 shares of CVS Health worth $241K as of Q3 2025.
  • Accredited Wealth Management sold 3,080 CVS Health shares in Q3 2025, an estimated $211K.
  • CVS Health made up 0.18% of Accredited Wealth Management's portfolio in Q3 2025, its #60 holding.
  • Accredited Wealth Management first reported a position in CVS Health in Q4 2024 and has held it in 4 quarters since.
  • 1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.