Crossmark Global Holdings, Inc. CHT — CHUNGHWA TELECOM CO LTD SPON A

Ownership history in Crossmark Global Holdings, Inc.  ·  36 quarters on record

AI Ownership Summary

Crossmark Global Holdings, Inc. reported CHUNGHWA TELECOM CO LTD SPON A (CHT) in 36 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows CHT at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crossmark Global Holdings, Inc.'s position in CHUNGHWA TELECOM CO LTD SPON A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CHT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CHT stock page Crossmark Global Holdings, Inc. fund profile Crossmark Global Holdings, Inc. full holdings
How Crossmark Global Holdings, Inc. held CHT — position size vs. price
% of Fund (quarterly)    CHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 56,280 -4,822 -7.9% 0.03% $2.5M 2026-07-16 $42.29
2026 Q1 ADDED — — — 61,102 +3,132 +5.4% 0.04% $2.6M 2026-05-11 $41.46
2025 Q4 REDUCED 18.8% +1.3% ❌ 57,970 -13,389 -18.8% 0.03% $2.4M 2026-02-03 $40.25
2025 Q3 ADDED — — — 71,359 +7,385 +11.5% 0.05% $3.1M 2025-11-12 $41.13
2025 Q2 REDUCED 29.1% -2.9% ✅ 63,974 -26,286 -29.1% 0.05% $3.0M 2025-08-08 $43.46
2025 Q1 REDUCED 10.0% +18.9% ❌ 90,260 -10,032 -10.0% 0.06% $3.5M 2025-04-30 $37.52
2024 Q4 REDUCED — — — 100,292 -1,602 -1.6% 0.07% $3.8M 2025-01-16 $34.92
2024 Q3 ADDED — — — 101,894 +11,663 +12.9% 0.07% $4.0M 2024-11-04 $35.35
2024 Q2 ADDED — — — 90,231 +3,064 +3.5% 0.07% $3.5M 2024-07-29 $34.14
2024 Q1 ADDED — — — 87,167 +240 +0.3% 0.07% $3.4M 2024-05-13 $34.52
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CHT

As of 2026 Q2 — sorted by position size

Gallacher Capital Management LLC 3Y 0.21% Fulcrum Equity Management 3Y 7Y 0.17% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.16% CogentBlue Wealth Advisors, LLC 0.16% BSW Wealth Partners 3Y 7Y 0.07% Ballentine Partners, LLC 3Y 7Y 0.04% Aaron Wealth Advisors LLC 3Y 0.03% Perpetual Ltd 3Y 7Y 0.03% Generali Investments CEE, investicni spolecnost, a.s. 0.02% GAMMA Investing LLC 0.01%

FAQ About Crossmark Global Holdings, Inc. and CHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crossmark Global Holdings, Inc. reported owning CHT?

Crossmark Global Holdings, Inc. reported CHT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CHT position in Crossmark Global Holdings, Inc.'s portfolio?

The largest reported portfolio weight for CHT was 0.07% in 2024 Q3.

What is the latest reported CHT position on this page?

The most recent filing on this page is 2026 Q2, when Crossmark Global Holdings, Inc. reported 56,280 shares, equal to 0.03% of portfolio, with an estimated market value of $2.5M.

What does the chart on this CHT ownership page compare?

The chart compares Crossmark Global Holdings, Inc.'s quarterly CHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crossmark Global Holdings, Inc. time their CHT position?

Based on 13F filing dates vs. subsequent CHT price moves, Crossmark Global Holdings, Inc. correctly timed 12 out of 34 reported position changes (35%). The annualised alpha on CHT relative to SPY over the holding period was -7.0%.

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