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Dorato Capital Management’s CVS Health CVS Stock Holding History

Dorato Capital 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
2026
Q2 		$2.42M Buy
23,227
+352
+2% +$31.4K 1.64% 13
2026
Q1 		$1.8M Buy
22,875
+1,910
+9% +$147K 1.33% 18
2025
Q4 		$1.66M Buy
+20,965
New +$1.65M 1.25% 19

Other funds holding CVS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dorato Capital Management's CVS Position: Q2 2026 in Review

Dorato Capital Management increased its CVS Health (CVS) stake by 1.5% in Q2 2026, buying an estimated $31.4K and bringing the position to 23,227 shares worth $2.42M. The position accounts for 1.64% of the portfolio, ranked #13.

Dorato Capital Management first reported a position in CVS in Q4 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Dorato Capital Management held 23,227 shares of CVS Health worth $2.42M as of Q2 2026.
  • Dorato Capital Management bought 352 CVS Health shares in Q2 2026, an estimated $31.4K.
  • CVS Health made up 1.64% of Dorato Capital Management's portfolio in Q2 2026, its #13 holding.
  • Dorato Capital Management first reported a position in CVS Health in Q4 2025 and has held it in 3 quarters since.
  • 1,190 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.