Kaufman Rossin Wealth’s CVS Health CVS Stock Holding History

Kaufman Rossin 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
2025 Q2	–	Sell	-4,325	Closed	-$293K	–	160
2025 Q1	$293K	Buy	+4,325	New	+$259K	0.21%	92

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaufman Rossin Wealth's CVS Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of CVS Health (CVS) in Q2 2025, closing a stake of 4,325 shares — an estimated $293K sold.

Kaufman Rossin Wealth first reported a position in CVS in Q1 2025 and held it in 1 quarter. The position peaked at $293K in Q1 2025. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

Kaufman Rossin Wealth reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 4,325 CVS Health shares in Q2 2025, an estimated $293K.
Kaufman Rossin Wealth first reported a position in CVS Health in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's CVS Health position peaked at $293K in Q1 2025.
1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.