Chung Wu Investment Group, LLC SOLS — SOLSTICE ADVANCED MATLS INCORPORATED COM SHS

Ownership history in Chung Wu Investment Group, LLC  ·  3 quarters on record

AI Ownership Summary

Chung Wu Investment Group, LLC reported SOLSTICE ADVANCED MATLS INCORPORATED COM SHS (SOLS) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.55% in 2026 Q1. The latest visible filing shows SOLS at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chung Wu Investment Group, LLC's position in SOLSTICE ADVANCED MATLS INCORPORATED COM SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SOLS was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chung Wu Investment Group, LLC held SOLS — position size vs. price
% of Fund (quarterly)    SOLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,506 +100 +1.2% 0.50% $754K 2026-07-31 $60.09
2026 Q1 UNCHANGED — — — 8,406 — 0% 0.55% $640K 2026-05-12 $87.13
2025 Q4 INITIATED — — — 8,406 — — 0.33% $408K 2026-02-02 $64.19

FAQ About Chung Wu Investment Group, LLC and SOLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chung Wu Investment Group, LLC reported owning SOLS?

Chung Wu Investment Group, LLC reported SOLS across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported SOLS position in Chung Wu Investment Group, LLC's portfolio?

The largest reported portfolio weight for SOLS was 0.55% in 2026 Q1.

What is the latest reported SOLS position on this page?

The most recent filing on this page is 2026 Q2, when Chung Wu Investment Group, LLC reported 8,506 shares, equal to 0.50% of portfolio, with an estimated market value of $754K.

What does the chart on this SOLS ownership page compare?

The chart compares Chung Wu Investment Group, LLC's quarterly SOLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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