Plato Investment Management’s CVS Health CVS Stock Holding History

Plato 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 Q2	$5.34M	Buy	51,917 +3,354	+7%	+$299K	0.3%	70
2026 Q1	$3.49M	Sell	48,563 -907	-2%	-$69.9K	0.23%	99
2025 Q4	$3.95M	Sell	49,470 -439	-0.9%	-$34.6K	0.26%	88
2025 Q3	$3.73M	Buy	49,909 +9,167	+23%	+$628K	0.25%	96
2025 Q2	$2.8M	Buy	40,742 +89	+0.2%	+$5.84K	0.21%	109
2025 Q1	$2.78M	Sell	40,653 -1,381	-3%	-$82.6K	0.23%	103
2024 Q4	$1.89M	Buy	42,034 +6,014	+17%	+$337K	0.14%	161
2024 Q3	$2.26M	Buy	36,020 +1,383	+4%	+$80.7K	0.18%	132
2024 Q2	$2.05M	Sell	34,637 -551	-2%	-$34.5K	0.19%	123
2024 Q1	$2.81M	Buy	35,188 +31,192	+781%	+$2.38M	0.29%	93
2023 Q4	$316K	Buy	+3,996	New	+$284K	0.39%	63

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Plato Investment Management's CVS Position: Q2 2026 in Review

Plato Investment Management increased its CVS Health (CVS) stake by 6.9% in Q2 2026, buying an estimated $299K and bringing the position to 51,917 shares worth $5.34M. The position accounts for 0.3% of the portfolio, ranked #70.

Plato Investment Management first reported a position in CVS in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

Plato Investment Management held 51,917 shares of CVS Health worth $5.34M as of Q2 2026.
Plato Investment Management bought 3,354 CVS Health shares in Q2 2026, an estimated $299K.
CVS Health made up 0.3% of Plato Investment Management's portfolio in Q2 2026, its #70 holding.
Plato Investment Management first reported a position in CVS Health in Q4 2023 and has held it in 11 quarters since.
2,061 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.