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Modern Wealth Management’s Chunghwa Telecom CHT Stock Holding History

Modern Wealth Management’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 		$337K Buy
7,624
+2,364
+45% +$104K ﹤0.01% 841
2026
Q1 		$223K Sell
5,260
-19
-0.4% -$808 ﹤0.01% 804
2025
Q4 		$220K Sell
5,279
-176
-3% -$7.44K ﹤0.01% 785
2025
Q3 		$238K Sell
5,455
-554
-9% -$24.6K ﹤0.01% 719
2025
Q2 		$280K Sell
6,009
-538
-8% -$22.9K 0.01% 628
2025
Q1 		$257K Buy
+6,547
New +$253K 0.01% 576

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

Modern Wealth Management's CHT Position: Q2 2026 in Review

Modern Wealth Management increased its Chunghwa Telecom (CHT) stake by 45% in Q2 2026, buying an estimated $104K and bringing the position to 7,624 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Modern Wealth Management first reported a position in CHT in Q1 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold CHT as of Q2 2026.

  • Modern Wealth Management held 7,624 shares of Chunghwa Telecom worth $337K as of Q2 2026.
  • Modern Wealth Management bought 2,364 Chunghwa Telecom shares in Q2 2026, an estimated $104K.
  • Chunghwa Telecom made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #841 holding.
  • Modern Wealth Management first reported a position in Chunghwa Telecom in Q1 2025 and has held it in 6 quarters since.
  • 221 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.