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CVS Caremark Corporation shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in CVS Caremark Corporation

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All positions including CVS Caremark Corporation held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CVS Caremark Corporation by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 25k 79.76
2023-12-31 $2.2M 28k 78.96
2023-09-30 $1.4M 8.2k 169.10
2023-06-30 $1.4M 25k 57.40

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Top funds holding CVS Caremark Corporation

Vanguard Group
BlackRock
FMR
Dodge & Cox
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding CVS Caremark Corporation