Richard Pzena's CVS Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 15.58 M shares of CVS Health Corporation (CVS) worth $1.24 B, representing 3.70% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in CVS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 7.38 M shares. Largest reduction occurred in Q1 2025, reducing 1.93 M shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's CVS Health Corporation (CVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CVS Health Corporation (CVS) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -263,665 | Reduce 1.66% | 15.58 M | $79.36 |
| Q3 2025 | -901,881 | Reduce 5.39% | 15.84 M | $75.39 |
| Q2 2025 | -935,521 | Reduce 5.29% | 16.75 M | $68.98 |
| Q1 2025 | -1.93 M | Reduce 9.83% | 17.68 M | $67.75 |
| Q4 2024 | +6.48 M | Add 49.30% | 19.61 M | $44.89 |
| Q3 2024 | +198,920 | Add 1.54% | 13.14 M | $62.88 |
| Q2 2024 | +7.38 M | Add 132.94% | 12.94 M | $59.06 |
| Q1 2024 | +4.73 M | Add 573.76% | 5.55 M | $79.76 |
| Q4 2023 | +824,250 | New Buy | 824,250 | $78.96 |
| Q3 2021 | -1.24 M | Sold Out | 0 | $0.00 |
| Q2 2021 | +527 | Add 0.04% | 1.24 M | $83.44 |
| Q1 2021 | +1,078 | Add 0.09% | 1.24 M | $75.23 |
| Q4 2020 | +75,581 | Add 6.52% | 1.23 M | $68.30 |
| Q3 2020 | +43,418 | Add 3.89% | 1.16 M | $58.40 |
| Q1 2020 | +163,186 | Add 17.15% | 1.11 M | $59.33 |
| Q4 2019 | -132 | Reduce 0.01% | 951,790 | $74.29 |
| Q3 2019 | +236,189 | Add 33.00% | 951,922 | $63.07 |
| Q2 2019 | -3,151 | Reduce 0.44% | 715,733 | $54.49 |
| Q1 2019 | +502 | Add 0.07% | 718,884 | $53.93 |
| Q4 2018 | -698 | Reduce 0.10% | 718,382 | $65.52 |
| Q3 2018 | -3,706 | Reduce 0.51% | 719,080 | $78.72 |
| Q2 2018 | +19,145 | Add 2.72% | 722,786 | $64.35 |
| Q1 2018 | +2,559 | Add 0.37% | 703,641 | $62.21 |
| Q4 2017 | +1,210 | Add 0.17% | 701,082 | $72.50 |
| Q3 2017 | -202 | Reduce 0.03% | 699,872 | $81.32 |
| Q2 2017 | +166,039 | Add 31.09% | 700,074 | $80.46 |
| Q1 2017 | +287 | Add 0.05% | 534,035 | $78.50 |
| Q4 2016 | +3,890 | Add 0.73% | 533,748 | $78.91 |
| Q3 2016 | -26 | Reduce 0.00% | 529,858 | $88.99 |
| Q2 2016 | +1,225 | Add 0.23% | 529,884 | $95.74 |
| Q1 2016 | +1,270 | Add 0.24% | 528,659 | $103.73 |
| Q4 2015 | +124 | Add 0.02% | 527,389 | $97.77 |
| Q2 2015 | +100 | Add 0.02% | 527,265 | $104.88 |
| Q1 2015 | +527,165 | New Buy | 527,165 | $103.21 |
Richard Pzena's CVS Health Corporation Investment FAQs
Richard Pzena first purchased CVS Health Corporation (CVS) in Q1 2015, acquiring 527,165 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held CVS Health Corporation (CVS) for 36 quarters since Q1 2015.
Richard Pzena's largest addition to CVS Health Corporation (CVS) was in Q2 2024, adding 12,936,388 shares worth $764.02 M.
According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 15,581,307 shares of CVS Health Corporation (CVS), valued at approximately $1.24 B.
As of the Q4 2025 filing, CVS Health Corporation (CVS) represents approximately 3.70% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in CVS Health Corporation (CVS) was 19,610,579 shares, as reported at the end of Q4 2024.