C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  CVS Health Corp. (CVS)
← All CVS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% <0.01 $76.70–90.61 · VW $83.22i SEC
2021   Q1 8,751 <0.01 Reduce 99.73% 1.43 $68.02–77.44 · VW $73.95i $658,000 SEC
2020   Q4 3,230,345 1.43 Add 5.85% 0.08 $56.19–77.23 · VW $68.36i $220,633,000 SEC
2020   Q3 3,051,845 1.39 Reduce 30.39% 0.68 $55.36–67.30 · VW $59.58i $178,228,000 SEC
2020   Q2 4,384,010 2.24 Reduce 17.42% 0.57 $58.94–70.64 · VW $64.17i $284,829,000 SEC
2020   Q1 5,308,715 3.26 Reduce 20.55% 0.79 $52.04–75.25 · VW $62.95i $314,966,000 SEC
2019   Q4 6,681,892 3.83 Reduce 23.68% 1.11 $66.71–77.03 · VW $70.52i $496,398,000 SEC
2019   Q3 8,754,912 4.67 Reduce 1.92% 0.08 $53.00–67.33 · VW $62.24i $552,172,000 SEC
2019   Q2 8,926,631 4.32 Add 12.17% 0.47 $51.72–60.13 · VW $55.91i $486,412,000 SEC
2019   Q1 7,958,469 3.70 Add 56.77% 1.34 $51.77–70.32 · VW $58.82i $429,200,000 SEC
2018   Q4 5,076,516 3.07 Reduce 12.64% 0.42 $62.06–82.15 · VW $69.92i $332,613,000 SEC
2018   Q3 5,811,079 3.34 Reduce 38.98% 1.91 $63.23–80.56 · VW $72.06i $457,448,000 SEC
2018   Q2 9,522,744 4.90 Add 2.34% 0.11 $60.32–72.92 · VW $66.03i $612,789,000 SEC
2018   Q1 9,305,338 4.68 Add 5.27% 0.23 $60.14–79.20 · VW $69.72i $578,885,000 SEC
2017   Q4 8,839,878 5.32 Add 1.19% 0.06 $66.45–83.88 · VW $76.34i $640,892,000 SEC
2017   Q3 8,736,102 6.25 Add 13.61% 0.75 $68.01–84.00 · VW $73.51i $710,419,000 SEC
2017   Q2 7,689,383 5.67 Add 1.36% 0.08 $75.46–83.30 · VW $79.56i $618,688,000 SEC
2017   Q1 7,586,549 5.29 Add 42.22% 1.57 $74.05–82.90 · VW $79.80i $595,545,000 SEC
2016   Q4 5,334,307 3.87 Buy 3.87 $69.30–84.89 · VW $77.67i $420,930,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 $86.50–105.00 · VW $97.33i SEC
2015   Q4 2,150 <0.01 Buy <0.01 $90.10–101.08 · VW $95.92i $210,000 SEC
2014   Q3 0 0.00 Sell 100.00% <0.01 $74.69–87.16 · VW $82.55i SEC
2014   Q2 475 <0.01 Buy <0.01 $72.43–79.43 · VW $76.07i $36,000 SEC
Price snapshot:
Current price$105.90
52-week low$57.05
52-week high$106.40