Wayfinding Financial’s CVS Health CVS Stock Holding History

Wayfinding 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	–	Sell	-808	Closed	-$54K	–	278
2025 Q1	$54K	Buy	+808	New	+$48.4K	0.02%	349

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

Wayfinding Financial's CVS Position: Q2 2025 in Review

Wayfinding Financial sold out of CVS Health (CVS) in Q2 2025, closing a stake of 808 shares — an estimated $54K sold.

Wayfinding Financial first reported a position in CVS in Q1 2025 and held it in 1 quarter. The position peaked at $54K in Q1 2025. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

Wayfinding Financial reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 808 CVS Health shares in Q2 2025, an estimated $54K.
Wayfinding Financial first reported a position in CVS Health in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's CVS Health position peaked at $54K in Q1 2025.
1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.