VWM
CHT icon

Venturi Wealth Management’s Chunghwa Telecom CHT Stock Holding History

Venturi 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 		$536K Buy
12,101
+1,499
+14% +$65.8K 0.02% 360
2026
Q1 		$448K Buy
10,602
+2,032
+24% +$86.4K 0.02% 371
2025
Q4 		$357K Buy
8,570
+1,606
+23% +$67.9K 0.02% 422
2025
Q3 		$304K Buy
6,964
+1,763
+34% +$78.3K 0.01% 438
2025
Q2 		$242K Buy
+5,201
New +$222K 0.01% 474
2025
Q1 		– Sell
-437
Closed -$16.5K – 791
2024
Q4 		$16.5K Buy
437
+356
+440% +$13.6K ﹤0.01% 1300
2024
Q3 		$3.21K Buy
+81
New +$3.08K ﹤0.01% 1586

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

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

Venturi Wealth Management increased its Chunghwa Telecom (CHT) stake by 14% in Q2 2026, buying an estimated $65.8K and bringing the position to 12,101 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #360.

Venturi Wealth Management first reported a position in CHT in Q3 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold CHT as of Q2 2026.

  • Venturi Wealth Management held 12,101 shares of Chunghwa Telecom worth $536K as of Q2 2026.
  • Venturi Wealth Management bought 1,499 Chunghwa Telecom shares in Q2 2026, an estimated $65.8K.
  • Chunghwa Telecom made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Venturi Wealth Management first reported a position in Chunghwa Telecom in Q3 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.