John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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 702,151 0.56 Reduce 14.90% 0.11 $69.51–83.93 · VW $78.91i $50,428,485 SEC
2025   Q4 825,092 0.71 Reduce 16.63% 0.13 $70.69–84.00 · VW $76.40i $65,479,301 SEC
2025   Q3 989,646 0.80 Reduce 15.02% 0.14 $61.19–85.15 · VW $74.83i $74,609,412 SEC
2025   Q2 1,164,574 0.91 Add 14.17% 0.11 $58.35–72.51 · VW $64.32i $80,332,315 SEC
2025   Q1 1,020,033 0.82 Add 9.84% 0.07 $53.36–71.45 · VW $63.84i $69,107,236 SEC
2024   Q4 928,626 0.45 Add 50.55% 0.15 $43.56–63.33 · VW $54.46i $41,686,021 SEC
2024   Q3 616,807 0.40 Reduce 7.81% 0.03 $54.81–67.80 · VW $59.69i $38,784,824 SEC
2024   Q2 669,084 0.43 Add 10.30% 0.04 $52.77–63.92 · VW $59.01i $39,516,101 SEC
2024   Q1 606,609 0.48 Buy 0.48 $66.75–80.75 · VW $71.74i $48,383,134 SEC
2017   Q4 0 0.00 Sell 100.00% 0.11 $66.45–83.88 · VW $76.34i SEC
2017   Q3 115,894 0.11 Add 0.20% <0.01 $68.01–84.00 · VW $73.51i $9,425,000 SEC
2017   Q2 115,661 0.11 Reduce 0.02% $75.46–83.30 · VW $79.56i $9,306,000 SEC
2017   Q1 115,681 0.11 Add 245.33% 0.08 $74.05–82.90 · VW $79.80i $9,081,000 SEC
2016   Q4 33,499 0.03 Buy 0.03 $69.30–84.89 · VW $77.67i $2,643,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.10 $81.37–113.58 · VW $97.91i SEC
2015   Q2 82,895 0.10 Reduce 1.43% <0.01 $97.87–113.65 · VW $108.00i $8,694,000 SEC
2015   Q1 84,095 0.11 Reduce 10.23% 0.01 $97.06–105.46 · VW $100.60i $8,679,000 SEC
2014   Q4 93,675 0.11 Reduce 1.68% <0.01 $83.61–101.59 · VW $94.45i $9,022,000 SEC
2014   Q3 95,275 0.11 Reduce 3.20% <0.01 $74.69–87.16 · VW $82.55i $7,583,000 SEC
2014   Q2 98,420 0.10 $75.37 $7,418,000 SEC
2014   Q1 98,420 0.10 $74.86 $7,368,000 SEC
2013   Q4 98,420 0.10 Add 76.74% 0.04 $61.93–71.99 · VW $67.21i $7,044,000 SEC
2013   Q3 55,685 0.05 Buy 0.05 $56.32–62.91 · VW $60.50i $3,160,000 SEC
Price snapshot:
Current price$105.90
Avg. buy price$67.12
+/- since buy57.78%
52-week low$57.05
52-week high$106.39