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Park Square Financial Group’s CVS Health CVS Stock Holding History

Park Square Financial 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
Q3 		– Sell
-581
Closed -$40.1K – 414
2025
Q2 		$40.1K Hold
581
– – 0.03% 336
2025
Q1 		$39.4K Sell
581
-378
-39% -$22.6K 0.03% 312
2024
Q4 		$43K Buy
+959
New +$53.8K 0.03% 301

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

Park Square Financial Group's CVS Position: Q3 2025 in Review

Park Square Financial Group sold out of CVS Health (CVS) in Q3 2025, closing a stake of 581 shares — an estimated $40.1K sold.

Park Square Financial Group first reported a position in CVS in Q4 2024 and held it in 3 quarters. The position peaked at $43K in Q4 2024. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

  • Park Square Financial Group reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 581 CVS Health shares in Q3 2025, an estimated $40.1K.
  • Park Square Financial Group first reported a position in CVS Health in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's CVS Health position peaked at $43K in Q4 2024.
  • 1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.