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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
Q2 		$20.7K Hold
200
– – 0.01% 201
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Chung Wu Investment Group's CVS Position: Q2 2026 in Review

Chung Wu Investment Group held its CVS Health (CVS) position steady in Q2 2026 at 200 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #201.

Chung Wu Investment Group first reported a position in CVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.8K in Q4 2025. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Chung Wu Investment Group held 200 shares of CVS Health worth $20.7K as of Q2 2026.
  • Chung Wu Investment Group left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #201 holding.
  • Chung Wu Investment Group first reported a position in CVS Health in Q3 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's CVS Health position peaked at $23.8K in Q4 2025.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.