CVS CVS HEALTH CORP COM

Ownership history in SRB CORP  ·  41 quarters on record

This page tracks every 13F SEC filing in which SRB CORP reported a position in CVS HEALTH CORP COM (CVS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.2% (2022 Q3)
Avg. % of fund
6.48%
First filed
2014 Q3
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 526,855 0% 2.30% $41.8M $78.71
2025 Q3 REDUCED 526,855 -69,338 -11.6% 2.28% $39.7M $74.17
2025 Q2 REDUCED 596,193 -82,795 -12.2% 2.47% $41.1M $67.13
2025 Q1 REDUCED 678,988 -452,658 -40.0% 3.00% $46.0M $65.26
2024 Q4 UNCHANGED 1,131,646 0% 2.91% $50.8M $42.70
2024 Q3 UNCHANGED 1,131,646 0% 3.99% $71.2M $59.15
2024 Q2 UNCHANGED 1,131,646 0% 3.96% $66.8M $54.94
2024 Q1 REDUCED 1,131,646 -67,393 -5.6% 5.00% $90.3M $73.48
2023 Q4 REDUCED 1,199,039 -1,078,454 -47.4% 5.59% $94.7M $72.09
2023 Q3 ADDED 2,277,493 +12,154 +0.5% 9.63% $159.0M $63.20
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CVS price (monthly, adj. close)
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