PIM
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Platinum Investment Management’s CVS Health CVS Stock Holding History

Platinum Investment 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
Q1 		– Sell
-830
Closed -$65.9K – 99
2025
Q4 		$65.9K Sell
830
-3,140
-79% -$248K 0.02% 107
2025
Q3 		$299K Sell
3,970
-321
-7% -$22K 0.02% 98
2025
Q2 		$296K Hold
4,291
– – 0.02% 90
2025
Q1 		$291K Buy
4,291
+2,311
+117% +$138K 0.02% 95
2024
Q4 		$88.9K Buy
+1,980
New +$111K 0.01% 91
2022
Q1 		– Sell
-1,311
Closed -$135K – 143
2021
Q4 		$135K Sell
1,311
-198
-13% -$18.3K ﹤0.01% 127
2021
Q3 		$128K Buy
+1,509
New +$126K ﹤0.01% 130

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Platinum Investment Management's CVS Position: Q1 2026 in Review

Platinum Investment Management sold out of CVS Health (CVS) in Q1 2026, closing a stake of 830 shares — an estimated $65.9K sold.

Platinum Investment Management first reported a position in CVS in Q3 2021 and held it in 7 quarters. The position peaked at $299K in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Platinum Investment Management reported no remaining CVS Health position as of Q1 2026 after selling out during the quarter.
  • Platinum Investment Management sold 830 CVS Health shares in Q1 2026, an estimated $65.9K.
  • Platinum Investment Management first reported a position in CVS Health in Q3 2021 and held it in 7 quarters.
  • Platinum Investment Management's CVS Health position peaked at $299K in Q3 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.