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Root Financial Partners’s Chunghwa Telecom CHT Stock Holding History

Root Financial Partners’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 		– Sell
-103
Closed -$4.35K – 928
2026
Q1 		$4.35K Buy
103
+47
+84% +$2K ﹤0.01% 2002
2025
Q4 		$2.34K Buy
56
+34
+155% +$1.44K ﹤0.01% 1965
2025
Q3 		$960 Buy
+22
New +$977 ﹤0.01% 2064

Other funds holding CHT

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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

Root Financial Partners's CHT Position: Q2 2026 in Review

Root Financial Partners sold out of Chunghwa Telecom (CHT) in Q2 2026, closing a stake of 103 shares — an estimated $4.35K sold.

Root Financial Partners first reported a position in CHT in Q3 2025 and held it in 3 quarters. The position peaked at $4.35K in Q1 2026. 222 funds tracked by Wall St. Rank hold CHT as of Q2 2026.

  • Root Financial Partners reported no remaining Chunghwa Telecom position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 103 Chunghwa Telecom shares in Q2 2026, an estimated $4.35K.
  • Root Financial Partners first reported a position in Chunghwa Telecom in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Chunghwa Telecom position peaked at $4.35K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.