KWM
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Kiker Wealth Management’s CVS Health CVS Stock Holding History

Kiker 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 		– Sell
-92
Closed -$6.35K – 325
2025
Q2 		$6.35K Sell
92
-9
-9% -$590 ﹤0.01% 406
2025
Q1 		$6.84K Buy
+101
New +$6.04K ﹤0.01% 416

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
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
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

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

Kiker Wealth Management sold out of CVS Health (CVS) in Q3 2025, closing a stake of 92 shares — an estimated $6.35K sold.

Kiker Wealth Management first reported a position in CVS in Q1 2025 and held it in 2 quarters. The position peaked at $6.84K in Q1 2025. 1,838 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Kiker Wealth Management reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 92 CVS Health shares in Q3 2025, an estimated $6.35K.
  • Kiker Wealth Management first reported a position in CVS Health in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's CVS Health position peaked at $6.84K in Q1 2025.
  • 1,838 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.