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Tyler-Stone Wealth Management’s CVS Health CVS Stock Holding History

Tyler-Stone 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
2025
Q2 		$272K Sell
3,945
-2,972
-43% -$195K 0.04% 284
2025
Q1 		$469K Sell
6,917
-2,757
-28% -$165K 0.08% 194
2024
Q4 		$434K Sell
9,674
-495
-5% -$27.8K 0.08% 207
2024
Q3 		$639K Buy
10,169
+4,632
+84% +$270K 0.12% 154
2024
Q2 		$327K Buy
5,537
+1,765
+47% +$110K 0.13% 134
2024
Q1 		$301K Buy
3,772
+336
+10% +$25.7K 0.13% 147
2023
Q4 		$271K Buy
3,436
+55
+2% +$3.91K 0.14% 145
2023
Q3 		$236K Buy
3,381
+295
+10% +$20.9K 0.13% 139
2023
Q2 		$213K Buy
+3,086
New +$220K 0.12% 151
2022
Q4 		$292K Buy
3,128
+163
+5% +$15.7K 0.2% 115
2022
Q3 		$283K Sell
2,965
-98
-3% -$9.7K 0.22% 103
2022
Q2 		$284K Sell
3,063
-86
-3% -$8.39K 0.19% 109
2022
Q1 		$319K Sell
3,149
-2,042
-39% -$215K 0.18% 120
2021
Q4 		$535K Buy
+5,191
New +$480K 0.28% 77

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

Tyler-Stone Wealth Management's CVS Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its CVS Health (CVS) stake by 43% in Q2 2025, selling an estimated $195K and leaving 3,945 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #284.

Tyler-Stone Wealth Management first reported a position in CVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $639K in Q3 2024. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • Tyler-Stone Wealth Management held 3,945 shares of CVS Health worth $272K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 2,972 CVS Health shares in Q2 2025, an estimated $195K.
  • CVS Health made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #284 holding.
  • Tyler-Stone Wealth Management first reported a position in CVS Health in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's CVS Health position peaked at $639K in Q3 2024.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.