Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,370,813
+$1,883,019 QoQ
Shares Held
51,917
+6.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#494
of 2,051 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Plato Investment Management Ltd holds $24,473,552 across 6 Healthcare Plans names. CVS ranks #2 (21.9% of the industry book) .
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,370,813 | 51,917 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,487,794 | 48,563 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,925,939 | 49,470 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,762,639 | 49,909 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,810,383 | 40,742 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,754,240 | 40,653 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,886,906 | 42,034 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,264,937 | 36,020 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,045,661 | 34,637 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,806,594 | 35,188 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $315,524 | 3,996 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||