Ray Dalio's CVS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.19 M shares of CVS Health Corporation (CVS) worth $89.95 M, representing 0.35% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in CVS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 1.94 M shares. Largest reduction occurred in Q2 2024, reducing 1.21 M shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's CVS Health Corporation (CVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CVS Health Corporation (CVS) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +175,050 | New Buy | 175,050 | $56.75 |
| Q4 2013 | -175,050 | Sold Out | 175,050 | $0.00 |
| Q4 2014 | +55,411 | New Buy | 55,411 | $96.32 |
| Q1 2015 | -55,411 | Sold Out | 55,411 | $0.00 |
| Q4 2015 | +83,137 | New Buy | 83,137 | $97.77 |
| Q1 2016 | -83,137 | Sold Out | 83,137 | $0.00 |
| Q2 2016 | +149,700 | New Buy | 149,700 | $95.74 |
| Q3 2016 | -149,700 | Sold Out | 149,700 | $0.00 |
| Q4 2016 | +109,013 | New Buy | 109,013 | $78.91 |
| Q1 2017 | +52,870 | Add 48.50% | 161,883 | $78.50 |
| Q2 2017 | -161,883 | Sold Out | 161,883 | $0.00 |
| Q4 2017 | +420,695 | New Buy | 420,695 | $72.50 |
| Q1 2018 | +249,489 | Add 59.30% | 670,184 | $62.21 |
| Q2 2018 | +28,583 | Add 4.26% | 698,767 | $64.35 |
| Q3 2018 | -606,551 | Reduce 86.80% | 92,216 | $78.72 |
| Q4 2018 | +505,194 | Add 547.84% | 597,410 | $65.52 |
| Q1 2019 | +38,770 | Add 6.49% | 636,180 | $53.93 |
| Q2 2019 | -189,199 | Reduce 29.74% | 446,981 | $54.49 |
| Q3 2019 | -236,951 | Reduce 53.01% | 210,030 | $63.07 |
| Q4 2019 | -210,030 | Sold Out | 210,030 | $0.00 |
| Q1 2020 | +31,529 | New Buy | 31,529 | $59.34 |
| Q2 2020 | -17,764 | Reduce 56.34% | 13,765 | $64.95 |
| Q3 2020 | +320,039 | Add 2325.02% | 333,804 | $58.40 |
| Q4 2020 | +483,975 | Add 144.99% | 817,779 | $68.30 |
| Q1 2021 | -28,172 | Reduce 3.44% | 789,607 | $75.23 |
| Q2 2021 | +405,075 | Add 51.30% | 1.19 M | $83.44 |
| Q3 2021 | -136,407 | Reduce 11.42% | 1.06 M | $84.86 |
| Q4 2021 | -275,969 | Reduce 26.08% | 782,306 | $103.16 |
| Q1 2022 | +428,611 | Add 54.79% | 1.21 M | $101.21 |
| Q2 2022 | +1.94 M | Add 159.82% | 3.15 M | $92.66 |
| Q3 2022 | -66,532 | Reduce 2.11% | 3.08 M | $95.37 |
| Q4 2022 | -339,755 | Reduce 11.03% | 2.74 M | $93.19 |
| Q1 2023 | -266,179 | Reduce 9.71% | 2.47 M | $74.31 |
| Q2 2023 | +212,648 | Add 8.60% | 2.69 M | $69.13 |
| Q3 2023 | +203,663 | Add 7.58% | 2.89 M | $69.82 |
| Q4 2023 | +164,323 | Add 5.69% | 3.05 M | $78.96 |
| Q1 2024 | -599,787 | Reduce 19.64% | 2.45 M | $79.76 |
| Q2 2024 | -1.21 M | Reduce 49.34% | 1.24 M | $59.06 |
| Q3 2024 | -489,414 | Reduce 39.36% | 754,152 | $62.88 |
| Q4 2024 | -592,648 | Reduce 78.58% | 161,504 | $44.89 |
| Q1 2025 | +148,345 | Add 91.85% | 309,849 | $67.75 |
| Q2 2025 | +526,739 | Add 170.00% | 836,588 | $68.98 |
| Q3 2025 | +356,556 | Add 42.62% | 1.19 M | $75.39 |
Ray Dalio's CVS Health Corporation Investment FAQs
Ray Dalio first purchased CVS Health Corporation (CVS) in Q3 2013, acquiring 175,050 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held CVS Health Corporation (CVS) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to CVS Health Corporation (CVS) was in Q2 2022, adding 3,146,236 shares worth $291.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,193,144 shares of CVS Health Corporation (CVS), valued at approximately $89.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CVS Health Corporation (CVS) represents approximately 0.35% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in CVS Health Corporation (CVS) was 3,146,236 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.