AssetMark Inc
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AssetMark Inc’s Chunghwa Telecom CHT Stock Holding History

AssetMark Inc’s Portfolio CHT Stock Details CHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23K Buy
519
+165
+47% +$7.24K ﹤0.01% 2127
2026
Q1 		$15K Buy
354
+25
+8% +$1.06K ﹤0.01% 2167
2025
Q4 		$13.7K Buy
329
+20
+6% +$845 ﹤0.01% 2117
2025
Q3 		$13.5K Buy
309
+246
+390% +$10.9K ﹤0.01% 2031
2025
Q2 		$2.94K Buy
+63
New +$2.69K ﹤0.01% 2310
2024
Q2 		– Sell
-55
Closed -$2.15K – 2117
2024
Q1 		$2.15K Buy
+55
New +$2.11K ﹤0.01% 1578
2023
Q1 		– Sell
-2,786
Closed -$102K – 1604
2022
Q4 		$102K Sell
2,786
-2,362
-46% -$82.7K ﹤0.01% 911
2022
Q3 		$183K Buy
5,148
+2,306
+81% +$91.8K ﹤0.01% 773
2022
Q2 		$117K Buy
2,842
+1,724
+154% +$74.3K ﹤0.01% 801
2022
Q1 		$50K Sell
1,118
-22,078
-95% -$958K ﹤0.01% 917
2021
Q4 		$979K Buy
+23,196
New +$937K ﹤0.01% 409
2020
Q2 		– Sell
-3,437
Closed -$122K – 1281
2020
Q1 		$122K Buy
3,437
+1,919
+126% +$69.2K ﹤0.01% 550
2019
Q4 		$56K Sell
1,518
-1,270
-46% -$46.8K ﹤0.01% 719
2019
Q3 		$100K Sell
2,788
-5,811
-68% -$204K ﹤0.01% 610
2019
Q2 		$314K Buy
8,599
+188
+2% +$6.73K ﹤0.01% 409
2019
Q1 		$299K Buy
8,411
+2,038
+32% +$71K ﹤0.01% 402
2018
Q4 		$228K Buy
+6,373
New +$222K ﹤0.01% 419
2018
Q1 		– Sell
-153
Closed -$5K – 1507
2017
Q4 		$5K Buy
+153
New +$5.25K ﹤0.01% 1236
2017
Q1 		– Sell
-2
Closed – – 1287
2016
Q4 		$0 Buy
+2
New +$67 ﹤0.01% 1258

Other funds holding CHT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's CHT Position: Q2 2026 in Review

AssetMark Inc increased its Chunghwa Telecom (CHT) stake by 47% in Q2 2026, buying an estimated $7.24K and bringing the position to 519 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

AssetMark Inc first reported a position in CHT in Q4 2016 and has held it in 19 quarters since. The position peaked at $979K in Q4 2021. 78 funds tracked by Wall St. Rank hold CHT as of Q2 2026.

  • AssetMark Inc held 519 shares of Chunghwa Telecom worth $23K as of Q2 2026.
  • AssetMark Inc bought 165 Chunghwa Telecom shares in Q2 2026, an estimated $7.24K.
  • Chunghwa Telecom made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2127 holding.
  • AssetMark Inc first reported a position in Chunghwa Telecom in Q4 2016 and has held it in 19 quarters since.
  • AssetMark Inc's Chunghwa Telecom position peaked at $979K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.