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Chung Wu Investment Group’s CVS Health CVS Stock Holding History

Chung Wu Investment Group’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4K Sell
200
-100
-33% -$7.7K 0.01% 189
2025
Q4 		$23.8K Hold
300
– – 0.02% 169
2025
Q3 		$22.6K Buy
+300
New +$20.6K 0.02% 175

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chung Wu Investment Group's CVS Position: Q1 2026 in Review

Chung Wu Investment Group reduced its CVS Health (CVS) stake by 33% in Q1 2026, selling an estimated $7.7K and leaving 200 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #189.

Chung Wu Investment Group first reported a position in CVS in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.8K in Q4 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Chung Wu Investment Group held 200 shares of CVS Health worth $14.4K as of Q1 2026.
  • Chung Wu Investment Group sold 100 CVS Health shares in Q1 2026, an estimated $7.7K.
  • CVS Health made up 0.01% of Chung Wu Investment Group's portfolio in Q1 2026, its #189 holding.
  • Chung Wu Investment Group first reported a position in CVS Health in Q3 2025 and has held it in 3 quarters since.
  • Chung Wu Investment Group's CVS Health position peaked at $23.8K in Q4 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.