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White Knight Strategic Wealth Advisors’s CVS Health CVS Stock Holding History

White Knight Strategic Wealth Advisors’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
-3,685
Closed -$250K – 83
2025
Q1 		$250K Sell
3,685
-12,055
-77% -$721K 0.23% 69
2024
Q4 		$707K Buy
15,740
+10,038
+176% +$563K 0.3% 58
2024
Q3 		$359K Buy
5,702
+2,132
+60% +$124K 0.33% 56
2024
Q2 		$211K Buy
+3,570
New +$223K 0.21% 76

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

White Knight Strategic Wealth Advisors's CVS Position: Q2 2025 in Review

White Knight Strategic Wealth Advisors sold out of CVS Health (CVS) in Q2 2025, closing a stake of 3,685 shares — an estimated $250K sold.

White Knight Strategic Wealth Advisors first reported a position in CVS in Q2 2024 and held it in 4 quarters. The position peaked at $707K in Q4 2024. 1,757 funds tracked by Wall St. Rank hold CVS as of Q2 2025.

  • White Knight Strategic Wealth Advisors reported no remaining CVS Health position as of Q2 2025 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 3,685 CVS Health shares in Q2 2025, an estimated $250K.
  • White Knight Strategic Wealth Advisors first reported a position in CVS Health in Q2 2024 and held it in 4 quarters.
  • White Knight Strategic Wealth Advisors's CVS Health position peaked at $707K in Q4 2024.
  • 1,757 funds tracked by Wall St. Rank held CVS Health as of Q2 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.