CVS CVS HEALTH CORP

Ownership history in Stablepoint Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stablepoint Partners, LLC reported a position in CVS HEALTH CORP (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
1.46% (2023 Q4)
Avg. % of fund
1.1%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 91,951 +90 +0.1% 1.14% $7.3M $78.71
2025 Q3 REDUCED 91,861 -7,549 -7.6% 1.10% $6.9M $74.17
2025 Q2 ADDED 99,410 +1,094 +1.1% 1.17% $6.9M $67.13
2025 Q1 ADDED 98,316 +21,575 +28.1% 1.21% $6.7M $65.26
2024 Q4 REDUCED 76,741 -9,108 -10.6% 0.63% $3.4M $42.70
2024 Q3 REDUCED 85,849 -1,476 -1.7% 0.98% $5.4M $59.15
2024 Q2 ADDED 87,325 +12,559 +16.8% 1.04% $5.4M $54.94
2024 Q1 ADDED 74,766 +2,786 +3.9% 1.21% $6.0M $73.48
2023 Q4 INITIATED 71,980 1.46% $5.7M
% of Fund (quarterly)    CVS price (monthly, adj. close)
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