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EnRich Financial Partners’s CVS Health CVS Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-207
Closed -$9.29K – 88
2024
Q4 		$9.29K Hold
207
– – ﹤0.01% 177
2024
Q3 		$13K Hold
207
– – ﹤0.01% 163
2024
Q2 		$12.2K Hold
207
– – ﹤0.01% 167
2024
Q1 		$16.5K Buy
+207
New +$15.8K 0.01% 139

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EnRich Financial Partners's CVS Position: Q1 2025 in Review

EnRich Financial Partners sold out of CVS Health (CVS) in Q1 2025, closing a stake of 207 shares — an estimated $9.29K sold.

EnRich Financial Partners first reported a position in CVS in Q1 2024 and held it in 4 quarters. The position peaked at $16.5K in Q1 2024. 1,757 funds tracked by Wall St. Rank hold CVS as of Q1 2025.

  • EnRich Financial Partners reported no remaining CVS Health position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 207 CVS Health shares in Q1 2025, an estimated $9.29K.
  • EnRich Financial Partners first reported a position in CVS Health in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's CVS Health position peaked at $16.5K in Q1 2024.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.