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Ray Dalio’s CVS Holdings & Trades

First Buy
Q3 2013
Duration Held
44 Quarters
Largest Add
Q2 2022
+1.94 M Shares
Current Position
1.04 M Shares
$82.32 M Value

Ray Dalio's CVS Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.04 M shares of CVS Health Corporation (CVS) worth $82.32 M, representing 0.30% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 44 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -155,792 Reduce 13.06% 1.04 M $79.36
Q3 2025 +356,556 Add 42.62% 1.19 M $75.39
Q2 2025 +526,739 Add 170.00% 836,588 $68.98
Q1 2025 +148,345 Add 91.85% 309,849 $67.75
Q4 2024 -592,648 Reduce 78.58% 161,504 $44.89
Q3 2024 -489,414 Reduce 39.36% 754,152 $62.88
Q2 2024 -1.21 M Reduce 49.34% 1.24 M $59.06
Q1 2024 -599,787 Reduce 19.64% 2.45 M $79.76
Q4 2023 +164,323 Add 5.69% 3.05 M $78.96
Q3 2023 +203,663 Add 7.58% 2.89 M $69.82
Q2 2023 +212,648 Add 8.60% 2.69 M $69.13
Q1 2023 -266,179 Reduce 9.71% 2.47 M $74.31
Q4 2022 -339,755 Reduce 11.03% 2.74 M $93.19
Q3 2022 -66,532 Reduce 2.11% 3.08 M $95.37
Q2 2022 +1.94 M Add 159.82% 3.15 M $92.66
Q1 2022 +428,611 Add 54.79% 1.21 M $101.21
Q4 2021 -275,969 Reduce 26.08% 782,306 $103.16
Q3 2021 -136,407 Reduce 11.42% 1.06 M $84.86
Q2 2021 +405,075 Add 51.30% 1.19 M $83.44
Q1 2021 -28,172 Reduce 3.44% 789,607 $75.23
Q4 2020 +483,975 Add 144.99% 817,779 $68.30
Q3 2020 +320,039 Add 2325.02% 333,804 $58.40
Q2 2020 -17,764 Reduce 56.34% 13,765 $64.95
Q1 2020 +31,529 New Buy 31,529 $59.34
Q4 2019 -210,030 Sold Out 0 $0.00
Q3 2019 -236,951 Reduce 53.01% 210,030 $63.07
Q2 2019 -189,199 Reduce 29.74% 446,981 $54.49
Q1 2019 +38,770 Add 6.49% 636,180 $53.93
Q4 2018 +505,194 Add 547.84% 597,410 $65.52
Q3 2018 -606,551 Reduce 86.80% 92,216 $78.72
Q2 2018 +28,583 Add 4.26% 698,767 $64.35
Q1 2018 +249,489 Add 59.30% 670,184 $62.21
Q4 2017 +420,695 New Buy 420,695 $72.50
Q2 2017 -161,883 Sold Out 0 $0.00
Q1 2017 +52,870 Add 48.50% 161,883 $78.50
Q4 2016 +109,013 New Buy 109,013 $78.91
Q3 2016 -149,700 Sold Out 0 $0.00
Q2 2016 +149,700 New Buy 149,700 $95.74
Q1 2016 -83,137 Sold Out 0 $0.00
Q4 2015 +83,137 New Buy 83,137 $97.77
Q1 2015 -55,411 Sold Out 0 $0.00
Q4 2014 +55,411 New Buy 55,411 $96.32
Q4 2013 -175,050 Sold Out 0 $0.00
Q3 2013 +175,050 New Buy 175,050 $56.75

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 44 quarters since Q3 2013.

Ray Dalio's largest addition to CVS Health Corporation (CVS) was in Q2 2022, adding 3,146,236 shares worth $291.53 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,037,352 shares of CVS Health Corporation (CVS), valued at approximately $82.32 M.

As of the Q4 2025 filing, CVS Health Corporation (CVS) represents approximately 0.30% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in CVS Health Corporation (CVS) was 3,146,236 shares, as reported at the end of Q2 2022.