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

Redwood 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	-3,231	Closed	-$219K	–	182
2025 Q1	$219K	Buy	+3,231	New	+$193K	0.11%	149
2024 Q4	–	Sell	-5,541	Closed	-$348K	–	163
2024 Q3	$348K	Sell	5,541 -551	-9%	-$32.1K	0.17%	116
2024 Q2	$360K	Buy	6,092 +32	+0.5%	+$2K	0.27%	84
2024 Q1	$483K	Sell	6,060 -268	-4%	-$20.5K	0.51%	58
2023 Q4	$500K	Sell	6,328 -37	-0.6%	-$2.63K	0.55%	51
2023 Q3	$444K	Sell	6,365 -425	-6%	-$30.1K	0.52%	60
2023 Q2	$469K	Buy	6,790 +125	+2%	+$8.89K	0.52%	56
2023 Q1	$495K	Buy	6,665 +110	+2%	+$9.22K	0.56%	54
2022 Q4	$611K	Buy	+6,555	New	+$633K	0.76%	37

Other funds holding CVS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of CVS Health (CVS) in Q2 2025, closing a stake of 3,231 shares — an estimated $219K sold.

Redwood Wealth Management Group first reported a position in CVS in Q4 2022 and held it in 9 quarters. The position peaked at $611K in Q4 2022. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

Redwood Wealth Management Group reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
Redwood Wealth Management Group sold 3,231 CVS Health shares in Q2 2025, an estimated $219K.
Redwood Wealth Management Group first reported a position in CVS Health in Q4 2022 and held it in 9 quarters.
Redwood Wealth Management Group's CVS Health position peaked at $611K in Q4 2022.
1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Redwood Wealth Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.