John Rogers's CVS Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 989,646 shares of CVS Health Corporation (CVS) worth $74.61 M, representing 0.80% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in CVS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2024, adding 490,715 shares. Largest reduction occurred in Q3 2025, reducing 174,928 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's CVS Health Corporation (CVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CVS Health Corporation (CVS) Trades by John Rogers
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +55,685 | New Buy | 55,685 | $56.75 |
| Q4 2013 | +42,735 | Add 76.74% | 98,420 | $71.57 |
| Q3 2014 | -3,145 | Reduce 3.20% | 95,275 | $79.59 |
| Q4 2014 | -1,600 | Reduce 1.68% | 93,675 | $96.31 |
| Q1 2015 | -9,580 | Reduce 10.23% | 84,095 | $103.20 |
| Q2 2015 | -1,200 | Reduce 1.43% | 82,895 | $104.88 |
| Q3 2015 | -82,895 | Sold Out | 82,895 | $0.00 |
| Q4 2016 | +33,499 | New Buy | 33,499 | $78.90 |
| Q1 2017 | +82,182 | Add 245.33% | 115,681 | $78.50 |
| Q2 2017 | -20 | Reduce 0.02% | 115,661 | $80.46 |
| Q3 2017 | +233 | Add 0.20% | 115,894 | $81.32 |
| Q4 2017 | -115,894 | Sold Out | 115,894 | $0.00 |
| Q1 2024 | +606,609 | New Buy | 606,609 | $79.76 |
| Q2 2024 | +62,475 | Add 10.30% | 669,084 | $59.06 |
| Q3 2024 | -52,277 | Reduce 7.81% | 616,807 | $62.88 |
| Q4 2024 | +311,819 | Add 50.55% | 928,626 | $44.89 |
| Q1 2025 | +91,407 | Add 9.84% | 1.02 M | $67.75 |
| Q2 2025 | +144,541 | Add 14.17% | 1.16 M | $68.98 |
| Q3 2025 | -174,928 | Reduce 15.02% | 989,646 | $75.39 |
John Rogers's CVS Health Corporation Investment FAQs
John Rogers first purchased CVS Health Corporation (CVS) in Q3 2013, acquiring 55,685 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held CVS Health Corporation (CVS) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to CVS Health Corporation (CVS) was in Q1 2024, adding 606,609 shares worth $48.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 989,646 shares of CVS Health Corporation (CVS), valued at approximately $74.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CVS Health Corporation (CVS) represents approximately 0.80% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's peak holding in CVS Health Corporation (CVS) was 1,164,574 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.