David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
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
2026   Q1 6,175 0.04 $71.82 $443,489 SEC
2025   Q4 6,175 0.04 Reduce 0.03% $70.69–84.00 · VW $76.40i $490,048 SEC
2025   Q3 6,177 0.04 Reduce 0.82% <0.01 $61.19–85.15 · VW $74.83i $465,684 SEC
2025   Q2 6,228 0.04 Add 0.86% <0.01 $58.35–72.51 · VW $64.32i $429,607 SEC
2025   Q1 6,175 0.05 $67.75 $418,356 SEC
2024   Q4 6,175 0.03 Reduce 13.77% <0.01 $43.56–63.33 · VW $54.46i $277,196 SEC
2024   Q3 7,161 0.05 Reduce 61.42% 0.08 $54.81–67.80 · VW $59.69i $450,284 SEC
2024   Q2 18,561 0.13 Reduce 93.46% 2.53 $52.77–63.92 · VW $59.01i $1,096,000 SEC
2024   Q1 283,744 2.71 Reduce 2.55% 0.07 $66.75–80.75 · VW $71.74i $22,631,421 SEC
2023   Q4 291,154 2.93 Reduce 4.95% 0.15 $64.41–83.25 · VW $74.01i $22,989,520 SEC
2023   Q3 306,314 3.05 Add 0.53% 0.02 $64.62–77.38 · VW $70.34i $21,386,843 SEC
2023   Q2 304,701 2.90 Add 2.09% 0.06 $66.34–76.22 · VW $72.42i $21,063,980 SEC
2023   Q1 298,472 3.21 Add 2.44% 0.08 $71.94–90.62 · VW $78.62i $22,179,454 SEC
2022   Q4 291,349 4.07 Reduce 0.30% 0.01 $84.82–104.83 · VW $92.62i $27,150,813 SEC
2022   Q3 292,238 4.57 Reduce 2.26% 0.10 $86.28–107.26 · VW $96.08i $27,871,000 SEC
2022   Q2 298,996 4.26 Add 0.02% <0.01 $88.42–101.21 · VW $95.10i $27,705,000 SEC
2022   Q1 298,942 4.07 Reduce 13.26% 0.61 $95.89–111.25 · VW $101.09i $30,256,000 SEC
2021   Q4 344,651 4.62 Add 0.94% 0.04 $88.77–109.34 · VW $101.54i $35,554,000 SEC
2021   Q3 341,432 4.08 Add 0.51% 0.02 $79.33–89.53 · VW $86.05i $28,974,000 SEC
2021   Q2 339,704 4.07 Reduce 0.86% 0.03 $76.70–90.61 · VW $83.22i $28,345,000 SEC
2021   Q1 342,634 3.84 Add 2.61% 0.10 $68.02–77.44 · VW $73.95i $25,776,000 SEC
2020   Q4 333,916 3.85 Add 0.56% 0.02 $56.19–77.23 · VW $68.36i $22,806,000 SEC
2020   Q3 332,061 3.77 Add 1.86% 0.07 $55.36–67.30 · VW $59.58i $19,392,000 SEC
2020   Q2 326,004 4.06 Reduce 0.87% 0.04 $58.94–70.64 · VW $64.17i $21,180,000 SEC
2020   Q1 328,865 4.44 Add 9.59% 0.39 $52.04–75.25 · VW $62.95i $19,512,000 SEC
2019   Q4 300,087 3.64 Add 7.98% 0.27 $66.71–77.03 · VW $70.52i $22,293,000 SEC
2019   Q3 277,909 3.12 Add 11.09% 0.31 $53.00–67.33 · VW $62.24i $17,528,000 SEC
2019   Q2 250,167 2.46 Add 19.88% 0.41 $51.72–60.13 · VW $55.91i $13,632,000 SEC
2019   Q1 208,688 1.96 Add 37.84% 0.54 $51.77–70.32 · VW $58.82i $11,255,000 SEC
2018   Q4 151,398 1.87 Reduce 0.45% <0.01 $62.06–82.15 · VW $69.92i $9,920,000 SEC
2018   Q3 152,088 1.94 Reduce 5.55% 0.10 $63.23–80.56 · VW $72.06i $11,972,000 SEC
2018   Q2 161,026 1.74 Add 5.70% 0.09 $60.32–72.92 · VW $66.03i $10,362,000 SEC
2018   Q1 152,345 1.58 Reduce 1.60% 0.03 $60.14–79.20 · VW $69.72i $9,477,000 SEC
2017   Q4 154,821 1.79 Reduce 41.47% 1.47 $66.45–83.88 · VW $76.34i $11,225,000 SEC
2017   Q3 264,510 3.55 Reduce 0.65% 0.02 $68.01–84.00 · VW $73.51i $21,510,000 SEC
2017   Q2 266,252 3.67 Add 5.58% 0.19 $75.46–83.30 · VW $79.56i $21,423,000 SEC
2017   Q1 252,182 3.48 Add 45.34% 1.09 $74.05–82.90 · VW $79.80i $19,796,000 SEC
2016   Q4 173,517 2.32 Add 20.71% 0.40 $69.30–84.89 · VW $77.67i $13,692,000 SEC
2016   Q3 143,750 2.26 Add 41.41% 0.66 $82.55–98.66 · VW $88.44i $12,792,000 SEC
2016   Q2 101,655 1.89 Reduce 1.85% 0.04 $91.75–106.67 · VW $97.05i $9,732,000 SEC
2016   Q1 103,567 2.12 Reduce 3.50% 0.07 $86.50–105.00 · VW $97.33i $10,743,000 SEC
2015   Q4 107,323 2.04 Reduce 32.68% 0.73 $90.10–101.08 · VW $95.92i $10,493,000 SEC
2015   Q3 159,411 2.22 Reduce 15.24% 0.38 $81.37–113.58 · VW $97.91i $15,380,000 SEC
2015   Q2 188,081 2.48 Reduce 20.71% 0.59 $97.87–113.65 · VW $108.00i $19,726,000 SEC
2015   Q1 237,194 2.83 Reduce 3.70% 0.10 $97.06–105.46 · VW $100.60i $24,481,000 SEC
2014   Q4 246,297 2.68 Reduce 4.68% 0.11 $83.61–101.59 · VW $94.45i $23,721,000 SEC
2014   Q3 258,378 2.39 Reduce 5.11% 0.12 $74.69–87.16 · VW $82.55i $20,564,000 SEC
2014   Q2 272,294 2.34 Reduce 2.09% 0.05 $72.43–79.43 · VW $76.07i $20,523,000 SEC
2014   Q1 278,111 2.49 Reduce 2.86% 0.07 $64.95–76.36 · VW $71.34i $20,819,000 SEC
2013   Q4 286,299 2.49 Reduce 2.34% 0.05 $61.93–71.99 · VW $67.21i $20,490,000 SEC
2013   Q3 293,152 2.25 Reduce 0.73% 0.02 $56.32–62.91 · VW $60.50i $16,636,000 SEC
2013   Q2 295,299 2.36 Reduce 2.61% 0.06 $55.66–62.36 · VW $59.84i $16,885,000 SEC
2013   Q1 303,217 2.47 Reduce 7.47% 0.19 $50.21–58.50 · VW $55.63i $16,674,000 SEC
2012   Q4 327,680 2.60 Reduce 6.05% 0.15 $44.33–52.73 · VW $49.42i $15,843,000 SEC
2012   Q3 348,777 2.53 Reduce 6.93% 0.18 $43.65–49.23 · VW $46.43i $16,888,000 SEC
2012   Q2 374,727 2.53 Reduce 3.40% 0.08 $43.30–48.69 · VW $45.75i $17,511,000 SEC
2012   Q1 387,924 2.28 Reduce 5.51% 0.13 $41.93–45.88 · VW $44.14i $17,379,000 SEC
2011   Q4 410,525 2.40 Reduce 3.22% 0.07 $35.09–43.17 · VW $40.00i $16,741,000 SEC
2011   Q3 424,185 2.12 Add 42.72% 0.64 $31.30–37.50 · VW $35.04i $14,244,000 SEC
2011   Q2 297,220 1.31 Add 17.62% 0.20 $35.73–39.50 · VW $37.19i $11,170,000 SEC
2011   Q1 252,705 1.02 Add 269.07% 0.74 $32.08–36.91 · VW $35.07i $8,673,000 SEC
2010   Q4 68,470 0.30 $34.77 $2,381,000 SEC
2010   Q3 68,470 0.31 Add 1.17% <0.01 $26.84–32.50 · VW $29.82i $2,155,000 SEC
2010   Q2 67,680 0.26 Buy 0.26 $28.30–37.43 · VW $32.14i $1,984,000 SEC
2008   Q2 0 0.00 Sell 100.00% 0.02 $36.45–44.29 · VW $39.08i SEC
2008   Q1 5,550 0.02 Reduce 27.77% <0.01 $37.40–41.70 · VW $39.82i $225,000 SEC
2007   Q4 7,684 0.02 Add 8.47% <0.01 $34.91–42.60 · VW $38.81i $305,000 SEC
2007   Q3 7,084 0.02 Add 1.93% <0.01 $34.85–42.08 · VW $39.53i $281,000 SEC
2007   Q2 6,950 0.02 $36.40 $253,000 SEC
2007   Q1 6,950 0.02 Reduce 19.19% <0.01 $30.45–37.20 · VW $34.63i $237,000 SEC
2006   Q4 8,600 0.02 $30.93 $266,000 SEC
2006   Q3 8,600 0.02 $32.09 $276,000 SEC
2006   Q2 8,600 0.02 Reduce 1.15% <0.01 $27.51–33.54 · VW $31.26i $264,000 SEC
2006   Q1 8,700 0.02 Reduce 23.88% <0.01 $27.45–31.89 · VW $29.69i $260,000 SEC
2005   Q4 11,430 0.02 Add 1.60% <0.01 $23.89–29.30 · VW $26.98i $302,000 SEC
2005   Q3 11,250 0.02 Reduce 98.55% 1.25 $24.12–31.46 · VW $26.66i $326,000 SEC
2005   Q2 774,889 1.27 Reduce 51.22% 1.15 $25.79–31.60 · VW $29.47i $22,526,000 SEC
2005   Q1 1,588,678 2.24 Reduce 10.07% 0.30 $23.14–26.89 · VW $25.27i $41,798,000 SEC
2004   Q4 1,766,538 2.95 Reduce 7.29% 0.24 $21.40–23.83 · VW $22.80i $39,809,000 SEC
2004   Q3 1,905,448 3.28 Reduce 4.57% 0.15 $19.31–22.22 · VW $21.08i $40,138,000 SEC
2004   Q2 1,996,608 3.34 Reduce 2.00% 0.06 $19.32–22.07 · VW $20.77i $41,949,000 SEC
2004   Q1 2,037,338 2.93 Add 31.61% 0.70 $16.86–19.90 · VW $18.69i $35,959,000 SEC
2003   Q4 1,548,004 3.14 Add 13.14% 0.36 $16.45–19.19 · VW $17.83i $27,957,000 SEC
2003   Q3 1,368,278 2.94 Add 4.49% 0.13 $14.52–18.10 · VW $16.74i $21,249,000 SEC
2003   Q2 1,309,438 2.85 Add 14.62% 0.36 $11.93–15.21 · VW $14.04i $18,352,000 SEC
2003   Q1 1,142,368 2.69 Add 4.20% 0.11 $11.16–13.34 · VW $12.20i $13,623,000 SEC
2002   Q4 1,096,296 2.17 Add 16.26% 0.30 $10.92–14.28 · VW $12.17i $13,687,000 SEC
2002   Q3 943,008 2.52 Add 5.01% 0.12 $11.52–15.70 · VW $13.69i $11,953,000 SEC
2002   Q2 898,026 2.35 Add 8.79% 0.19 $11.77–17.83 · VW $14.63i $13,740,000 SEC
2002   Q1 825,474 2.20 Add 253.27% 1.58 $12.79–17.85 · VW $15.79i $14,169,000 SEC
2001   Q4 233,664 0.57 Buy 0.57 $11.44–15.24 · VW $13.43i $3,458,000 SEC
Price snapshot:
Current price$105.90
Avg. buy price$62.32
+/- since buy69.93%
52-week low$57.05
52-week high$106.39