Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Chunghwa Telecom CHT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$190K Buy
4,499
+577
+15% +$24.5K ﹤0.01% 2779
2025
Q4 		$164K Buy
3,922
+869
+28% +$36.7K ﹤0.01% 2721
2025
Q3 		$133K Buy
3,053
+143
+5% +$6.35K ﹤0.01% 2754
2025
Q2 		$136K Sell
2,910
-88
-3% -$3.75K ﹤0.01% 2463
2025
Q1 		$118K Sell
2,998
-652
-18% -$25.2K ﹤0.01% 2280
2024
Q4 		$137K Buy
3,650
+520
+17% +$19.8K ﹤0.01% 2072
2024
Q3 		$124K Sell
3,130
-313
-9% -$11.9K ﹤0.01% 2056
2024
Q2 		$133K Buy
3,443
+830
+32% +$32.2K ﹤0.01% 1806
2024
Q1 		$102K Buy
2,613
+239
+10% +$9.18K ﹤0.01% 1874
2023
Q4 		$93K Sell
2,374
-248
-9% -$9.15K ﹤0.01% 1811
2023
Q3 		$94K Buy
2,622
+408
+18% +$14.9K ﹤0.01% 1663
2023
Q2 		$83K Buy
2,214
+460
+26% +$18.7K ﹤0.01% 1662
2023
Q1 		$69K Buy
1,754
+585
+50% +$22.2K ﹤0.01% 1689
2022
Q4 		$43K Buy
1,169
+169
+17% +$5.92K ﹤0.01% 1813
2022
Q3 		$36K Buy
1,000
+195
+24% +$7.76K ﹤0.01% 1826
2022
Q2 		$33K Buy
805
+203
+34% +$8.75K ﹤0.01% 1831
2022
Q1 		$27K Buy
602
+450
+296% +$19.5K ﹤0.01% 1892
2021
Q4 		$6K Buy
+152
New +$6.14K ﹤0.01% 2613
2019
Q1 		– Sell
-28
Closed -$1K – 2968
2018
Q4 		$1K Hold
28
– – ﹤0.01% 1858
2018
Q3 		$1K Hold
28
– – ﹤0.01% 1627
2018
Q2 		$1K Buy
+28
New +$1.04K ﹤0.01% 1491

Other funds holding CHT

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Chunghwa Telecom (CHT) stake by 15% in Q1 2026, buying an estimated $24.5K and bringing the position to 4,499 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

Carson Wealth (CWM LLC) first reported a position in CHT in Q2 2018 and has held it in 21 quarters since. 215 funds tracked by Wall St. Rank hold CHT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,499 shares of Chunghwa Telecom worth $190K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 577 Chunghwa Telecom shares in Q1 2026, an estimated $24.5K.
  • Chunghwa Telecom made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2779 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chunghwa Telecom in Q2 2018 and has held it in 21 quarters since.
  • 215 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.