Shufro Rose & Co’s CVS Health CVS Stock Holding History

Shufro Rose & Co’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
2021 Q2	–	Sell	-1,000	Closed	-$75K	–	304
2021 Q1	$75K	Buy	+1,000	New	+$72.8K	0.01%	294

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Shufro Rose & Co's CVS Position: Q4 2025 in Review

Shufro Rose & Co sold out of CVS Health (CVS) in Q4 2025, closing a stake of 4,450 shares — an estimated $301K sold.

Shufro Rose & Co first reported a position in CVS in Q2 2013 and held it in 50 quarters. The position peaked at $1.58M in Q4 2021. 1,946 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

Shufro Rose & Co reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
Shufro Rose & Co sold 4,450 CVS Health shares in Q4 2025, an estimated $301K.
Shufro Rose & Co first reported a position in CVS Health in Q2 2013 and held it in 50 quarters.
Shufro Rose & Co's CVS Health position peaked at $1.58M in Q4 2021.
1,946 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.