EWA
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EverSource Wealth Advisors’s Chunghwa Telecom CHT Stock Holding History

EverSource Wealth Advisors’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 		$257K Sell
5,808
-5,551
-49% -$244K 0.01% 886
2026
Q1 		$480K Buy
11,359
+3,250
+40% +$138K 0.01% 619
2025
Q4 		$338K Sell
8,109
-468
-5% -$19.8K 0.01% 708
2025
Q3 		$374K Sell
8,577
-564
-6% -$25.1K 0.01% 615
2025
Q2 		$426K Buy
9,141
+5,124
+128% +$218K 0.02% 520
2025
Q1 		$158K Buy
4,017
+370
+10% +$14.3K 0.01% 749
2024
Q4 		$137K Buy
3,647
+195
+6% +$7.42K 0.01% 807
2024
Q3 		$137K Buy
3,452
+351
+11% +$13.3K 0.01% 689
2024
Q2 		$115K Sell
3,101
-244
-7% -$9.47K 0.01% 744
2024
Q1 		$126K Buy
3,345
+1,488
+80% +$57.1K 0.01% 627
2023
Q4 		$72.6K Sell
1,857
-587
-24% -$21.7K 0.01% 759
2023
Q3 		$87.8K Buy
2,444
+109
+5% +$3.99K 0.01% 618
2023
Q2 		$87.1K Buy
2,335
+1,247
+115% +$50.6K 0.01% 627
2023
Q1 		$42.5K Buy
1,088
+17
+2% +$647 0.01% 843
2022
Q4 		$39.2K Sell
1,071
-678
-39% -$23.7K 0.01% 851
2022
Q3 		$61K Sell
1,749
-695
-28% -$27.7K 0.01% 581
2022
Q2 		$101K Buy
2,444
+1,439
+143% +$62K 0.03% 373
2022
Q1 		$45K Sell
1,005
-65
-6% -$2.82K 0.01% 487
2021
Q4 		$46K Buy
+1,070
New +$43.2K 0.01% 440

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

EverSource Wealth Advisors's CHT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Chunghwa Telecom (CHT) stake by 49% in Q2 2026, selling an estimated $244K and leaving 5,808 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #886.

EverSource Wealth Advisors first reported a position in CHT in Q4 2021 and has held it in 19 quarters since. The position peaked at $480K in Q1 2026. 221 funds tracked by Wall St. Rank hold CHT as of Q2 2026.

  • EverSource Wealth Advisors held 5,808 shares of Chunghwa Telecom worth $257K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,551 Chunghwa Telecom shares in Q2 2026, an estimated $244K.
  • Chunghwa Telecom made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #886 holding.
  • EverSource Wealth Advisors first reported a position in Chunghwa Telecom in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Chunghwa Telecom position peaked at $480K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.