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Abound Wealth Management’s Charter Communications CHTR Stock Holding History

Abound Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15
Closed -$3.24K – 1409
2026
Q1 		$3.24K Buy
15
+2
+15% +$433 ﹤0.01% 816
2025
Q4 		$2.71K Buy
13
+1
+8% +$225 ﹤0.01% 798
2025
Q3 		$3.3K Sell
12
-2
-14% -$604 ﹤0.01% 730
2025
Q2 		$5.72K Sell
14
-1
-7% -$383 ﹤0.01% 546
2025
Q1 		$5.34K Sell
15
-2
-12% -$715 ﹤0.01% 520
2024
Q4 		$5.79K Sell
17
-3
-15% -$1.08K ﹤0.01% 493
2024
Q3 		$6.32K Hold
20
– – ﹤0.01% 503
2024
Q2 		$5.83K Buy
20
+6
+43% +$1.64K ﹤0.01% 468
2024
Q1 		$4.07K Sell
14
-7
-33% -$2.25K ﹤0.01% 569
2023
Q4 		$8.16K Buy
21
+3
+17% +$1.22K ﹤0.01% 406
2023
Q3 		$7.92K Buy
18
+2
+13% +$832 ﹤0.01% 375
2023
Q2 		$5.88K Buy
16
+1
+7% +$341 ﹤0.01% 446
2023
Q1 		$5.37K Buy
15
+1
+7% +$374 ﹤0.01% 391
2022
Q4 		$4.75K Buy
14
+8
+133% +$2.81K ﹤0.01% 364
2022
Q3 		$1.82K Buy
+6
New +$2.57K ﹤0.01% 498

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's CHTR Position: Q2 2026 in Review

Abound Wealth Management sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 15 shares — an estimated $3.24K sold.

Abound Wealth Management first reported a position in CHTR in Q3 2022 and held it in 15 quarters. The position peaked at $8.16K in Q4 2023. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Abound Wealth Management reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 15 Charter Communications shares in Q2 2026, an estimated $3.24K.
  • Abound Wealth Management first reported a position in Charter Communications in Q3 2022 and held it in 15 quarters.
  • Abound Wealth Management's Charter Communications position peaked at $8.16K in Q4 2023.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.