Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2018   Q3 0 0.00 Sell 100.00% 0.02 $63.23–80.56 · VW $72.06i SEC
2018   Q2 52,660 0.02 $64.36 $3,389,000 SEC
2018   Q1 52,660 0.03 Reduce 14.46% <0.01 $60.14–79.20 · VW $69.72i $3,276,000 SEC
2017   Q4 61,560 0.03 Reduce 85.50% 0.24 $66.45–83.88 · VW $76.34i $4,463,000 SEC
2017   Q3 424,652 0.28 Reduce 1.95% <0.01 $68.01–84.00 · VW $73.51i $34,533,000 SEC
2017   Q2 433,092 0.28 Add 164.76% 0.17 $75.46–83.30 · VW $79.56i $34,847,000 SEC
2017   Q1 163,580 0.11 Add 1.10% <0.01 $74.05–82.90 · VW $79.80i $12,841,000 SEC
2016   Q4 161,800 0.11 Add 23.01% 0.02 $69.30–84.89 · VW $77.67i $12,768,000 SEC
2016   Q3 131,530 0.10 Add 15.19% 0.01 $82.55–98.66 · VW $88.44i $11,705,000 SEC
2016   Q2 114,190 0.10 Add 7.58% <0.01 $91.75–106.67 · VW $97.05i $10,933,000 SEC
2016   Q1 106,140 0.10 Reduce 16.62% 0.02 $86.50–105.00 · VW $97.33i $11,010,000 SEC
2015   Q4 127,300 0.12 Reduce 81.32% 0.47 $90.10–101.08 · VW $95.92i $12,446,000 SEC
2015   Q3 681,570 0.58 Reduce 85.25% 3.43 $81.37–113.58 · VW $97.91i $65,758,000 SEC
2015   Q2 4,621,500 4.02 Reduce 0.17% <0.01 $97.87–113.65 · VW $108.00i $484,703,000 SEC
2015   Q1 4,629,500 4.04 Reduce 32.76% 1.76 $97.06–105.46 · VW $100.60i $477,811,000 SEC
2014   Q4 6,885,500 5.37 Reduce 8.99% 0.46 $83.61–101.59 · VW $94.45i $663,143,000 SEC
2014   Q3 7,565,900 5.15 Add 0.92% 0.05 $74.69–87.16 · VW $82.55i $602,170,000 SEC
2014   Q2 7,497,100 4.73 Add 0.35% 0.02 $72.43–79.43 · VW $76.07i $565,057,000 SEC
2014   Q1 7,470,700 5.05 Add 0.26% 0.01 $64.95–76.36 · VW $71.34i $559,257,000 SEC
2013   Q4 7,451,000 5.18 Add 1.14% 0.06 $61.93–71.99 · VW $67.21i $533,268,000 SEC
2013   Q3 7,367,300 4.47 Add 0.13% <0.01 $56.32–62.91 · VW $60.50i $418,095,000 SEC
2013   Q2 7,357,900 4.65 Add 0.44% 0.02 $55.66–62.36 · VW $59.84i $420,725,000 SEC
2013   Q1 7,325,600 4.53 Add 1.43% 0.06 $50.21–58.50 · VW $55.63i $402,835,000 SEC
2012   Q4 7,222,500 4.38 Reduce 7.20% 0.35 $44.33–52.73 · VW $49.42i $349,208,000 SEC
2012   Q3 7,782,900 4.80 Reduce 4.19% 0.21 $43.65–49.23 · VW $46.43i $376,848,000 SEC
2012   Q2 8,122,900 4.98 Add 0.29% 0.01 $43.30–48.69 · VW $45.75i $379,583,000 SEC
2012   Q1 8,099,700 5.18 Reduce 2.39% 0.12 $41.93–45.88 · VW $44.14i $362,867,000 SEC
2011   Q4 8,297,800 5.23 Add 2.92% 0.15 $35.09–43.17 · VW $40.00i $338,384,000 SEC
2011   Q3 8,062,300 4.93 Add 18.07% 0.75 $31.30–37.50 · VW $35.04i $270,732,000 SEC
2011   Q2 6,828,300 4.25 Add 0.49% 0.02 $35.73–39.50 · VW $37.19i $256,607,000 SEC
2011   Q1 6,795,300 5.26 Add 38.27% 1.46 $32.08–36.91 · VW $35.07i $233,215,000 SEC
2010   Q4 4,914,485 4.57 Add 701.19% 4.00 $29.45–35.95 · VW $33.20i $170,877,000 SEC
2010   Q3 613,400 0.61 Add 1.12% <0.01 $26.84–32.50 · VW $29.82i $19,304,000 SEC
2010   Q2 606,600 0.71 $29.32 $17,786,000 SEC
2010   Q1 606,600 0.78 Buy 0.78 $30.36–37.82 · VW $35.03i $22,177,000 SEC
Price snapshot:
Current price$105.90
52-week low$57.05
52-week high$106.39