KHC
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Koesten Hirschmann & Crabtree’s CVS Health CVS Stock Holding History

Koesten Hirschmann & Crabtree’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
-7
Closed -$515 – 290
2025
Q2 		$515 Buy
+7
New +$459 ﹤0.01% 288
2023
Q3 		– Sell
-60
Closed -$4.15K – 180
2023
Q2 		$4.15K Buy
+60
New +$4.27K ﹤0.01% 122

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

Koesten Hirschmann & Crabtree's CVS Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of CVS Health (CVS) in Q3 2025, closing a stake of 7 shares — an estimated $515 sold.

Koesten Hirschmann & Crabtree first reported a position in CVS in Q2 2023 and held it in 2 quarters. The position peaked at $4.15K in Q2 2023. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Koesten Hirschmann & Crabtree reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 7 CVS Health shares in Q3 2025, an estimated $515.
  • Koesten Hirschmann & Crabtree first reported a position in CVS Health in Q2 2023 and held it in 2 quarters.
  • Koesten Hirschmann & Crabtree's CVS Health position peaked at $4.15K in Q2 2023.
  • 1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.