Position in CVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$20,690
+$6,326 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,932
of 2,058 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $2,349,594 across 3 Healthcare Plans names. CVS ranks #3 (0.9% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,690 | 200 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $14,364 | 200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,808 | 300 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $22,617 | 300 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||