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
2024 Q2	–	Sell	-3	Closed	-$1.15K	–	990
2024 Q1	$1.15K	Buy	3 +1	+50%	+$76	﹤0.01%	887
2023 Q4	$818	Hold	2	–	–	﹤0.01%	872
2023 Q3	$1K	Hold	2	–	–	﹤0.01%	841
2023 Q2	$1K	Buy	+2	New	+$142	﹤0.01%	833
2022 Q2	–	Sell	-11	Closed	-$3K	–	863
2022 Q1	$3K	Buy	11 +10	+1,000%	+$1.05K	﹤0.01%	714
2021 Q4	$1K	Buy	+1	New	+$92	﹤0.01%	846

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

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.