Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
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 9,472 0.01 Buy 0.01 $69.51–83.93 · VW $78.91i $680,279 SEC
2023   Q4 0 0.00 Sell 100.00% 0.04 $64.41–83.25 · VW $74.01i SEC
2023   Q3 22,676 0.04 Add 43.88% 0.01 $64.62–77.38 · VW $70.34i $1,583,238 SEC
2023   Q2 15,760 0.02 Add 127.81% 0.01 $66.34–76.22 · VW $72.42i $1,089,489 SEC
2023   Q1 6,918 0.01 Add 168.87% <0.01 $71.94–90.62 · VW $78.62i $514,077 SEC
2022   Q4 2,573 <0.01 Buy <0.01 $84.82–104.83 · VW $92.62i $239,778 SEC
2021   Q2 0 0.00 Sell 100.00% <0.01 $76.70–90.61 · VW $83.22i SEC
2021   Q1 11,556 <0.01 Buy <0.01 $68.02–77.44 · VW $73.95i $869,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.01 $56.19–77.23 · VW $68.36i SEC
2020   Q3 13,166 0.01 Add 4887.12% <0.01 $55.36–67.30 · VW $59.58i $769,000 SEC
2020   Q2 264 <0.01 Buy <0.01 $58.94–70.64 · VW $64.17i $17,000 SEC
2012   Q2 0 0.00 Sell 100.00% 3.37 $43.30–48.69 · VW $45.75i SEC
2012   Q1 4,770,502 3.37 Add 68.63% 1.37 $41.93–45.88 · VW $44.14i $213,718,000 SEC
2011   Q4 2,828,970 1.64 Buy 1.64 $35.09–43.17 · VW $40.00i $115,365,000 SEC
2010   Q3 0 0.00 Sell 100.00% 1.36 $26.84–32.50 · VW $29.82i SEC
2010   Q2 3,264,946 1.36 Reduce 68.43% 3.06 $28.30–37.43 · VW $32.14i $95,728,000 SEC
2010   Q1 10,340,474 4.47 Add 85.01% 2.05 $30.36–37.82 · VW $35.03i $378,048,000 SEC
2009   Q4 5,589,143 2.27 Add 9.98% 0.21 $27.38–36.66 · VW $32.14i $180,026,000 SEC
2009   Q3 5,081,838 2.35 Buy 2.35 $33.03–38.27 · VW $35.53i $181,625,000 SEC
2009   Q1 0 0.00 Sell 100.00% 4.54 $23.74–31.89 · VW $29.14i SEC
2008   Q4 7,208,738 4.54 Add 6.62% 0.28 $23.19–32.53 · VW $27.53i $207,179,000 SEC
2008   Q3 6,761,153 2.91 Add 14.36% 0.37 $24.25–39.34 · VW $31.41i $227,580,000 SEC
2008   Q2 5,912,073 2.29 Buy 2.29 $36.45–44.29 · VW $39.08i $233,941,000 SEC
2008   Q1 0 0.00 Sell 100.00% 4.22 $37.40–41.70 · VW $39.82i SEC
2007   Q4 10,055,913 4.22 Reduce 12.34% 0.61 $34.91–42.60 · VW $38.81i $399,723,000 SEC
2007   Q3 11,470,882 4.91 Reduce 1.95% 0.11 $34.85–42.08 · VW $39.53i $454,591,000 SEC
2007   Q2 11,699,082 5.47 Reduce 10.53% 0.57 $34.80–39.44 · VW $36.48i $426,432,000 SEC
2007   Q1 13,075,782 5.37 Add 26.76% 1.13 $30.45–37.20 · VW $34.63i $446,407,000 SEC
2006   Q4 10,315,782 3.95 Add 49.33% 1.31 $27.09–33.72 · VW $31.49i $318,861,000 SEC
2006   Q3 6,908,100 3.04 Add 44.12% 0.93 $28.48–36.14 · VW $32.00i $221,888,000 SEC
2006   Q2 4,793,200 2.01 Reduce 47.87% 1.93 $27.51–33.54 · VW $31.26i $147,151,000 SEC
2006   Q1 9,195,100 4.03 Add 7.43% 0.28 $27.45–31.89 · VW $29.69i $274,658,000 SEC
2005   Q4 8,559,200 2.67 Add 132.21% 1.52 $23.89–29.30 · VW $26.98i $226,134,000 SEC
2005   Q3 3,685,900 1.37 Buy 1.37 $24.12–31.46 · VW $26.66i $106,928,000 SEC
2002   Q3 0 0.00 Sell 100.00% 1.20 $11.52–15.70 · VW $13.69i SEC
2002   Q2 5,380,000 1.20 Buy 1.20 $11.77–17.83 · VW $14.63i $82,314,000 SEC
1999   Q4 0 0.00 Sell 100.00% 4.73 $15.00–21.75 · VW $18.07i SEC
1999   Q2 5,000,000 4.73 Add 17.92% 0.72 $21.50–26.72 · VW $24.36i $126,875,000 SEC
1999   Q1 4,240,000 3.26 $23.75 $100,700,000 SEC
Price snapshot:
Current price$105.90
Avg. buy price$71.82
+/- since buy47.45%
52-week low$57.05
52-week high$106.39