TigerOak Management’s CVS Health CVS Stock Holding History

TigerOak 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
2025 Q3	–	Sell	-3,763	Closed	-$260K	–	119
2025 Q2	$260K	Sell	3,763 -17	-0.4%	-$1.11K	0.09%	95
2025 Q1	$256K	Buy	+3,780	New	+$226K	0.1%	92

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

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

TigerOak Management's CVS Position: Q3 2025 in Review

TigerOak Management sold out of CVS Health (CVS) in Q3 2025, closing a stake of 3,763 shares — an estimated $260K sold.

TigerOak Management first reported a position in CVS in Q1 2025 and held it in 2 quarters. The position peaked at $260K in Q2 2025. 1,834 funds tracked by Wall St. Rank hold CVS as of Q3 2025.

TigerOak Management reported no remaining CVS Health position as of Q3 2025 after selling out during the quarter.
TigerOak Management sold 3,763 CVS Health shares in Q3 2025, an estimated $260K.
TigerOak Management first reported a position in CVS Health in Q1 2025 and held it in 2 quarters.
TigerOak Management's CVS Health position peaked at $260K in Q2 2025.
1,834 funds tracked by Wall St. Rank held CVS Health as of Q3 2025.

Based on TigerOak Management's 13F filing for Q3 2025, filed 10 Nov 2025.