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Crestwood Advisors Group’s Chunghwa Telecom CHT Stock Holding History

Crestwood Advisors Group’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 		$415K Buy
9,380
+1,582
+20% +$69.4K 0.01% 560
2026
Q1 		$329K Buy
7,798
+2,309
+42% +$98.2K 0.01% 543
2025
Q4 		$229K Buy
+5,489
New +$232K ﹤0.01% 619

Other funds holding CHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crestwood Advisors Group's CHT Position: Q2 2026 in Review

Crestwood Advisors Group increased its Chunghwa Telecom (CHT) stake by 20% in Q2 2026, buying an estimated $69.4K and bringing the position to 9,380 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #560.

Crestwood Advisors Group first reported a position in CHT in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold CHT as of Q2 2026.

  • Crestwood Advisors Group held 9,380 shares of Chunghwa Telecom worth $415K as of Q2 2026.
  • Crestwood Advisors Group bought 1,582 Chunghwa Telecom shares in Q2 2026, an estimated $69.4K.
  • Chunghwa Telecom made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #560 holding.
  • Crestwood Advisors Group first reported a position in Chunghwa Telecom in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.