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National Wealth Management Group’s CVS Health CVS Stock Holding History

National Wealth Management Group’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
-13,153
Closed -$891K – 168
2025
Q1 		$891K Buy
+13,153
New +$787K 0.59% 36
2024
Q3 		– Sell
-5,378
Closed -$318K – 150
2024
Q2 		$318K Buy
+5,378
New +$336K 0.24% 90

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

National Wealth Management Group's CVS Position: Q2 2025 in Review

National Wealth Management Group sold out of CVS Health (CVS) in Q2 2025, closing a stake of 13,153 shares — an estimated $891K sold.

National Wealth Management Group first reported a position in CVS in Q2 2024 and held it in 2 quarters. The position peaked at $891K in Q1 2025. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • National Wealth Management Group reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
  • National Wealth Management Group sold 13,153 CVS Health shares in Q2 2025, an estimated $891K.
  • National Wealth Management Group first reported a position in CVS Health in Q2 2024 and held it in 2 quarters.
  • National Wealth Management Group's CVS Health position peaked at $891K in Q1 2025.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.