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United Capital Financial Advisors’s Chunghwa Telecom CHT Stock Holding History

United Capital Financial 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 		$524K Buy
11,840
+3,018
+34% +$132K ﹤0.01% 1093
2026
Q1 		$373K Buy
8,822
+479
+6% +$20.4K ﹤0.01% 1219
2025
Q4 		$348K Buy
8,343
+518
+7% +$21.9K ﹤0.01% 1112
2025
Q3 		$341K Buy
7,825
+85
+1% +$3.78K ﹤0.01% 981
2025
Q2 		$361K Sell
7,740
-825
-10% -$35.2K ﹤0.01% 872
2025
Q1 		$336K Buy
8,565
+335
+4% +$12.9K ﹤0.01% 858
2024
Q4 		$310K Buy
8,230
+159
+2% +$6.05K ﹤0.01% 870
2024
Q3 		$320K Buy
8,071
+945
+13% +$35.9K ﹤0.01% 854
2024
Q2 		$275K Buy
7,126
+376
+6% +$14.6K ﹤0.01% 883
2024
Q1 		$264K Sell
6,750
-176
-3% -$6.76K ﹤0.01% 922
2023
Q4 		$271K Buy
+6,926
New +$256K ﹤0.01% 905
2020
Q1 		– Sell
-9,284
Closed -$343K – 1225
2019
Q4 		$343K Buy
+9,284
New +$342K ﹤0.01% 1095
2019
Q3 		– Sell
-7,678
Closed -$281K – 1346
2019
Q2 		$281K Sell
7,678
-37
-0.5% -$1.32K ﹤0.01% 1245
2019
Q1 		$274K Buy
7,715
+719
+10% +$25K ﹤0.01% 1158
2018
Q4 		$250K Buy
+6,996
New +$244K ﹤0.01% 1124

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

United Capital Financial Advisors's CHT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Chunghwa Telecom (CHT) stake by 34% in Q2 2026, buying an estimated $132K and bringing the position to 11,840 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

United Capital Financial Advisors first reported a position in CHT in Q4 2018 and has held it in 15 quarters since. 222 funds tracked by Wall St. Rank hold CHT as of Q2 2026.

  • United Capital Financial Advisors held 11,840 shares of Chunghwa Telecom worth $524K as of Q2 2026.
  • United Capital Financial Advisors bought 3,018 Chunghwa Telecom shares in Q2 2026, an estimated $132K.
  • Chunghwa Telecom made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1093 holding.
  • United Capital Financial Advisors first reported a position in Chunghwa Telecom in Q4 2018 and has held it in 15 quarters since.
  • 222 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.