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Platform Technology Partners’s CVS Health CVS Stock Holding History

Platform Technology Partners’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 		$586K Sell
5,665
-431
-7% -$38.5K 0.1% 167
2026
Q1 		$438K Buy
6,096
+1,952
+47% +$150K 0.08% 178
2025
Q4 		$329K Buy
4,144
+120
+3% +$9.46K 0.07% 196
2025
Q3 		$303K Sell
4,024
-248
-6% -$17K 0.07% 194
2025
Q2 		$295K Buy
+4,272
New +$280K 0.08% 197
2023
Q4 		– Sell
-2,967
Closed -$207K – 210
2023
Q3 		$207K Sell
2,967
-438
-13% -$31K 0.1% 175
2023
Q2 		$243K Buy
3,405
+26
+0.8% +$1.85K 0.11% 165
2023
Q1 		$251K Sell
3,379
-42
-1% -$3.52K 0.12% 160
2022
Q4 		$319K Sell
3,421
-48
-1% -$4.63K 0.16% 135
2022
Q3 		$331K Buy
+3,469
New +$343K 0.19% 122
2022
Q2 		– Sell
-2,240
Closed -$227K – 206
2022
Q1 		$227K Sell
2,240
-87
-4% -$9.14K 0.11% 166
2021
Q4 		$240K Sell
2,327
-198
-8% -$18.3K 0.11% 174
2021
Q3 		$214K Sell
2,525
-246
-9% -$20.6K 0.1% 193
2021
Q2 		$231K Buy
+2,771
New +$227K 0.1% 214
2020
Q4 		$273K Sell
3,991
-674
-14% -$43.8K 0.13% 164
2020
Q3 		$272K Buy
+4,665
New +$290K 0.17% 139

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Platform Technology Partners's CVS Position: Q2 2026 in Review

Platform Technology Partners reduced its CVS Health (CVS) stake by 7.1% in Q2 2026, selling an estimated $38.5K and leaving 5,665 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #167.

Platform Technology Partners first reported a position in CVS in Q3 2020 and has held it in 16 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Platform Technology Partners held 5,665 shares of CVS Health worth $586K as of Q2 2026.
  • Platform Technology Partners sold 431 CVS Health shares in Q2 2026, an estimated $38.5K.
  • CVS Health made up 0.1% of Platform Technology Partners's portfolio in Q2 2026, its #167 holding.
  • Platform Technology Partners first reported a position in CVS Health in Q3 2020 and has held it in 16 quarters since.
  • 2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.