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Richards, Merrill & Peterson’s CVS Health CVS Stock Holding History

Richards, Merrill & Peterson’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
-204
Closed -$13.8K – 259
2025
Q1 		$13.8K Hold
204
– – 0.01% 370
2024
Q4 		$9.16K Buy
+204
New +$11.4K ﹤0.01% 388

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

Richards, Merrill & Peterson's CVS Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of CVS Health (CVS) in Q2 2025, closing a stake of 204 shares — an estimated $13.8K sold.

Richards, Merrill & Peterson first reported a position in CVS in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q1 2025. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 204 CVS Health shares in Q2 2025, an estimated $13.8K.
  • Richards, Merrill & Peterson first reported a position in CVS Health in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's CVS Health position peaked at $13.8K in Q1 2025.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.