Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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 13,773,053 3.21 Reduce 11.61% 0.43 $69.51–83.93 · VW $78.91i $989,180,667 SEC
2025   Q4 15,581,307 3.70 Reduce 1.66% 0.06 $70.69–84.00 · VW $76.40i $1,236,532,523 SEC
2025   Q3 15,844,972 3.86 Reduce 5.39% 0.20 $61.19–85.15 · VW $74.83i $1,194,552,439 SEC
2025   Q2 16,746,853 3.76 Reduce 5.29% 0.22 $58.35–72.51 · VW $64.32i $1,155,197,920 SEC
2025   Q1 17,682,374 4.18 Reduce 9.83% 0.30 $53.36–71.45 · VW $63.84i $1,197,980,839 SEC
2024   Q4 19,610,579 3.00 Add 49.30% 0.99 $43.56–63.33 · VW $54.46i $880,318,891 SEC
2024   Q3 13,135,308 2.66 Add 1.54% 0.04 $54.81–67.80 · VW $59.69i $825,948,167 SEC
2024   Q2 12,936,388 2.69 Add 132.94% 1.54 $52.77–63.92 · VW $59.01i $764,023,075 SEC
2024   Q1 5,553,457 1.52 Add 573.76% 1.29 $66.75–80.75 · VW $71.74i $442,943,731 SEC
2023   Q4 824,250 0.24 Buy 0.24 $64.41–83.25 · VW $74.01i $65,082,780 SEC
2021   Q3 0 0.00 Sell 100.00% 0.40 $79.33–89.53 · VW $86.05i SEC
2021   Q2 1,235,580 0.40 Add 0.04% <0.01 $76.70–90.61 · VW $83.22i $103,097,000 SEC
2021   Q1 1,235,053 0.38 Add 0.09% <0.01 $68.02–77.44 · VW $73.95i $92,913,000 SEC
2020   Q4 1,233,975 0.40 Add 6.52% 0.02 $56.19–77.23 · VW $68.36i $84,280,000 SEC
2020   Q3 1,158,394 0.42 Add 3.89% 0.02 $55.36–67.30 · VW $59.58i $67,650,000 SEC
2020   Q2 1,114,976 0.47 $64.97 $72,440,000 SEC
2020   Q1 1,114,976 0.50 Add 17.15% 0.07 $52.04–75.25 · VW $62.95i $66,152,000 SEC
2019   Q4 951,790 0.33 Reduce 0.01% $66.71–77.03 · VW $70.52i $70,708,000 SEC
2019   Q3 951,922 0.33 Add 33.00% 0.08 $53.00–67.33 · VW $62.24i $60,038,000 SEC
2019   Q2 715,733 0.21 Reduce 0.44% <0.01 $51.72–60.13 · VW $55.91i $39,000,000 SEC
2019   Q1 718,884 0.21 Add 0.07% <0.01 $51.77–70.32 · VW $58.82i $38,769,000 SEC
2018   Q4 718,382 0.28 Reduce 0.10% <0.01 $62.06–82.15 · VW $69.92i $47,068,000 SEC
2018   Q3 719,080 0.28 Reduce 0.51% <0.01 $63.23–80.56 · VW $72.06i $56,606,000 SEC
2018   Q2 722,786 0.23 Add 2.72% <0.01 $60.32–72.92 · VW $66.03i $46,511,000 SEC
2018   Q1 703,641 0.22 Add 0.37% <0.01 $60.14–79.20 · VW $69.72i $43,774,000 SEC
2017   Q4 701,082 0.25 Add 0.17% <0.01 $66.45–83.88 · VW $76.34i $50,828,000 SEC
2017   Q3 699,872 0.30 Reduce 0.03% <0.01 $68.01–84.00 · VW $73.51i $56,914,000 SEC
2017   Q2 700,074 0.31 Add 31.09% 0.07 $75.46–83.30 · VW $79.56i $56,328,000 SEC
2017   Q1 534,035 0.24 Add 0.05% <0.01 $74.05–82.90 · VW $79.80i $41,922,000 SEC
2016   Q4 533,748 0.24 Add 0.73% <0.01 $69.30–84.89 · VW $77.67i $42,118,000 SEC
2016   Q3 529,858 0.29 Reduce 0.00% $82.55–98.66 · VW $88.44i $47,152,000 SEC
2016   Q2 529,884 0.32 Add 0.23% <0.01 $91.75–106.67 · VW $97.05i $50,731,000 SEC
2016   Q1 528,659 0.34 Add 0.24% <0.01 $86.50–105.00 · VW $97.33i $54,838,000 SEC
2015   Q4 527,389 0.32 Add 0.02% <0.01 $90.10–101.08 · VW $95.92i $51,563,000 SEC
2015   Q3 527,265 0.33 $96.48 $50,871,000 SEC
2015   Q2 527,265 0.32 Add 0.02% <0.01 $97.87–113.65 · VW $108.00i $55,300,000 SEC
2015   Q1 527,165 0.31 Buy 0.31 $97.06–105.46 · VW $100.60i $54,409,000 SEC
2007   Q3 0 0.00 Sell 100.00% <0.01 $34.85–42.08 · VW $39.53i SEC
2007   Q2 61,500 <0.01 Buy <0.01 $34.80–39.44 · VW $36.48i $2,242,000 SEC
2007   Q1 0 0.00 Sell 100.00% <0.01 $30.45–37.20 · VW $34.63i SEC
2006   Q4 52,500 <0.01 Buy <0.01 $27.09–33.72 · VW $31.49i $1,623,000 SEC
Price snapshot:
Current price$105.90
Avg. buy price$60.25
+/- since buy75.77%
52-week low$57.05
52-week high$106.39