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Chung Wu Investment Group, LLC Historic Quarter Change: USA Stocks, Added

Chung Wu Investment Group, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Chung Wu Investment Group, LLC opened 261 positions, added to 128, reduced 190 and sold out of 125.

  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 10,120.
  • Q2 2026: Stock SNDK; Country of operation United States; Class COM; Shares before 235.
  • Q2 2026: Stock UNH; Country of operation United States; Class COM; Shares before 3,505.
  • Q2 2026: Stock BE; Country of operation United States; Class COM CL A; Shares before 4,150.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054278), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MU
MICRON TECHNOLOGY INCORPORATED
United StatesCOM10,12010,180+60$3,418,941$11,750,672+$8,331,7312026-07-31
Q2 2026SNDK
SANDISK CORPORATION
United StatesCOM235851+616$149,305$1,934,944+$1,785,6392026-07-31
Q2 2026UNH
UNITEDHEALTH GROUP INCORPORATED
United StatesCOM3,5055,338+1,833$948,418$2,218,633+$1,270,2152026-07-31
Q2 2026BE
BLOOM ENERGY CORPORATION COM CLASS A
United StatesCOM CL A4,1505,100+950$562,284$1,543,770+$981,4862026-07-31
Q2 2026GEV
GE VERNOVA INCORPORATED
United StatesCOM2,3732,451+78$2,071,392$2,879,582+$808,1902026-07-31
Q2 2026MTZ
MASTEC INCORPORATED
United StatesCOM6,7356,765+30$2,166,919$2,814,646+$647,7272026-07-31
Q2 2026NVDA
NVIDIA CORPORATION
United StatesCOM16,74617,171+425$2,920,502$3,435,745+$515,2432026-07-31
Q2 2026MS
MORGAN STANLEY COM NEW
United StatesCOM NEW8,9759,105+130$1,477,016$1,903,309+$426,2932026-07-31
Q2 2026GE
GE AEROSPACE COM NEW
United StatesCOM NEW3,8253,950+125$1,085,420$1,476,234+$390,8142026-07-31
Q2 2026STM
STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)
NY REGISTRY2004,700+4,500$6,910$351,983+$345,0732026-07-31
Q2 2026BA
BOEING COMPANY
United StatesCOM1001,610+1,510$19,903$348,517+$328,6142026-07-31
Q2 2026STLD
STEEL DYNAMICS INCORPORATED
United StatesCOM2,5003,240+740$450,000$743,450+$293,4502026-07-31
Q2 2026VIK
VIKING HOLDINGS LIMITED ORD SHS (BERMUDA)
United StatesORD SHS7,7007,900+200$565,796$826,893+$261,0972026-07-31
Q2 2026DY
DYCOM INDUSTRIES INCORPORATED
United StatesCOM8801,100+220$298,162$556,149+$257,9872026-07-31
Q2 2026AMD
ADVANCED MICRO DEVICES INCORPORATED
United StatesCOM375575+200$76,286$334,023+$257,7372026-07-31
Q2 2026SEI
SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A
United StatesCOM CL A5,0006,100+1,100$282,550$490,806+$208,2562026-07-31
Q2 2026GLW
CORNING INCORPORATED
United StatesCOM1,1001,290+190$149,567$329,505+$179,9382026-07-31
Q2 2026HWM
HOWMET AEROSPACE INCORPORATED
United StatesCOM1,4001,700+300$322,644$457,062+$134,4182026-07-31
Q2 2026SOLS
SOLSTICE ADVANCED MATLS INCORPORATED COM SHS
United StatesCOM SHS8,4068,506+100$640,201$753,632+$113,4312026-07-31
Q2 2026META
META PLATFORMS INCORPORATED CLASS A
United StatesCL A530630+100$303,229$354,873+$51,6442026-07-31
Q2 2026GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
United StatesCAP STK CL A580600+20$166,785$214,422+$47,6372026-07-31
Q2 2026KO
COCA COLA COMPANY
United StatesCOM600900+300$45,630$73,143+$27,5132026-07-31
Q2 2026SCCO
SOUTHERN COPPER CORPORATION
United StatesCOM2,9262,997+71$503,448$522,257+$18,8092026-07-31
Q2 2026MRK
MERCK & COMPANY INCORPORATED
United StatesCOM600650+50$72,174$83,525+$11,3512026-07-31
Q2 2026CARR
CARRIER GLOBAL CORPORATION
United StatesCOM200300+100$11,262$22,005+$10,7432026-07-31
Q2 2026RGTI
RIGETTI COMPUTING INCORPORATED COMMON STOCK
United StatesCOMMON STOCK100350+250$1,404$6,762+$5,3582026-07-31
Q2 2026MSTR
STRATEGY INCORPORATED CLASS A NEW
United StatesCL A NEW1530+15$1,872$2,608+$7362026-07-31
Q2 2026CVNA
CARVANA COMPANY CLASS A
United StatesCL A30150+120$9,431$9,873+$4422026-07-31

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