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Lauer Wealth’s CVS Health CVS Stock Holding History

Lauer 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
-4,548
Closed -$296K – 57
2025
Q1 		$296K Sell
4,548
-1,212
-21% -$72.5K 0.23% 35
2024
Q4 		$259K Sell
5,760
-243
-4% -$13.6K 0.17% 30
2024
Q3 		$341K Sell
6,003
-2,116
-26% -$123K 0.26% 28
2024
Q2 		$473K Sell
8,119
-702
-8% -$43.9K 0.37% 22
2024
Q1 		$615K Sell
8,821
-94
-1% -$7.18K 0.53% 24
2023
Q4 		$659K Sell
8,915
-4,383
-33% -$312K 0.61% 24
2023
Q3 		$951K Sell
13,298
-322
-2% -$22.8K 1.03% 18
2023
Q2 		$1.03M Buy
13,620
+3,649
+37% +$260K 1.06% 19
2023
Q1 		$726K Buy
+9,971
New +$836K 0.91% 18

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Lauer Wealth's CVS Position: Q2 2025 in Review

Lauer Wealth sold out of CVS Health (CVS) in Q2 2025, closing a stake of 4,548 shares — an estimated $296K sold.

Lauer Wealth first reported a position in CVS in Q1 2023 and held it in 9 quarters. The position peaked at $1.03M in Q2 2023. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • Lauer Wealth reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
  • Lauer Wealth sold 4,548 CVS Health shares in Q2 2025, an estimated $296K.
  • Lauer Wealth first reported a position in CVS Health in Q1 2023 and held it in 9 quarters.
  • Lauer Wealth's CVS Health position peaked at $1.03M in Q2 2023.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Lauer Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.