PWM
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Parkworth Wealth Management’s CVS Health CVS Stock Holding History

Parkworth Wealth Management’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 		$1.03K Buy
15
+6
+67% +$393 ﹤0.01% 403
2025
Q1 		$610 Buy
9
+4
+80% +$239 ﹤0.01% 367
2024
Q4 		$224 Buy
+5
New +$281 ﹤0.01% 724

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

Parkworth Wealth Management's CVS Position: Q2 2025 in Review

Parkworth Wealth Management increased its CVS Health (CVS) stake by 67% in Q2 2025, buying an estimated $393 and bringing the position to 15 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Parkworth Wealth Management first reported a position in CVS in Q4 2024 and has held it in 3 quarters since. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • Parkworth Wealth Management held 15 shares of CVS Health worth $1.03K as of Q2 2025.
  • Parkworth Wealth Management bought 6 CVS Health shares in Q2 2025, an estimated $393.
  • CVS Health made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #403 holding.
  • Parkworth Wealth Management first reported a position in CVS Health in Q4 2024 and has held it in 3 quarters since.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

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