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Kohmann Bosshard Financial Services’s CVS Health CVS Stock Holding History

Kohmann Bosshard Financial Services’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
2026
Q1 		– Sell
-200
Closed -$15.8K – 293
2025
Q4 		$15.8K Buy
+200
New +$15.8K ﹤0.01% 770
2025
Q1 		– Sell
-309
Closed -$13.9K – 398
2024
Q4 		$13.9K Buy
+309
New +$17.3K ﹤0.01% 479

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kohmann Bosshard Financial Services's CVS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of CVS Health (CVS) in Q1 2026, closing a stake of 200 shares — an estimated $15.8K sold.

Kohmann Bosshard Financial Services first reported a position in CVS in Q4 2024 and held it in 2 quarters. The position peaked at $15.8K in Q4 2025. 1,880 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 200 CVS Health shares in Q1 2026, an estimated $15.8K.
  • Kohmann Bosshard Financial Services first reported a position in CVS Health in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's CVS Health position peaked at $15.8K in Q4 2025.
  • 1,880 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.