Scott Marsh Financial’s CVS Health CVS Stock Holding History

Scott Marsh Financial’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	$1.38M	Buy	+20,014	New	+$1.31M	0.51%	53

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

Scott Marsh Financial's CVS Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in CVS Health (CVS) in Q2 2025: 20,014 shares worth $1.38M. The stake represents 0.51% of the portfolio and ranks #53 among its holdings.

1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

Scott Marsh Financial held 20,014 shares of CVS Health worth $1.38M as of Q2 2025.
CVS Health was a new Scott Marsh Financial position in Q2 2025.
CVS Health made up 0.51% of Scott Marsh Financial's portfolio in Q2 2025, its #53 holding.
1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.