RWM
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Ruedi Wealth Management’s CVS Health CVS Stock Holding History

Ruedi 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
2026
Q1 		– Sell
-5,661
Closed -$449K – 59
2025
Q4 		$449K Buy
+5,661
New +$446K 0.12% 44
2024
Q3 		– Sell
-50
Closed -$2.95K – 383
2024
Q2 		$2.95K Buy
+50
New +$3.13K ﹤0.01% 293

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruedi Wealth Management's CVS Position: Q1 2026 in Review

Ruedi Wealth Management sold out of CVS Health (CVS) in Q1 2026, closing a stake of 5,661 shares — an estimated $449K sold.

Ruedi Wealth Management first reported a position in CVS in Q2 2024 and held it in 2 quarters. The position peaked at $449K in Q4 2025. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Ruedi Wealth Management reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Ruedi Wealth Management sold 5,661 CVS Health shares in Q1 2026, an estimated $449K.
  • Ruedi Wealth Management first reported a position in CVS Health in Q2 2024 and held it in 2 quarters.
  • Ruedi Wealth Management's CVS Health position peaked at $449K in Q4 2025.
  • 1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.