UCFA
CHT icon

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
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

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

United Capital Financial Advisors's CHT Position: Q1 2026 in Review

United Capital Financial Advisors increased its Chunghwa Telecom (CHT) stake by 5.7% in Q1 2026, buying an estimated $20.4K and bringing the position to 8,822 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

United Capital Financial Advisors first reported a position in CHT in Q4 2018 and has held it in 14 quarters since. 214 funds tracked by Wall St. Rank hold CHT as of Q1 2026.

  • United Capital Financial Advisors held 8,822 shares of Chunghwa Telecom worth $373K as of Q1 2026.
  • United Capital Financial Advisors bought 479 Chunghwa Telecom shares in Q1 2026, an estimated $20.4K.
  • Chunghwa Telecom made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1219 holding.
  • United Capital Financial Advisors first reported a position in Chunghwa Telecom in Q4 2018 and has held it in 14 quarters since.
  • 214 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.