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Activest Wealth Management’s Charter Communications CHTR Stock Holding History

Activest 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 		$22K Buy
155
+63
+68% +$10.5K ﹤0.01% 431
2026
Q1 		$19.9K Buy
92
+29
+46% +$6.28K ﹤0.01% 525
2025
Q4 		$13.2K Buy
63
+58
+1,160% +$13K ﹤0.01% 600
2025
Q3 		$1.38K Sell
5
-12
-71% -$3.63K ﹤0.01% 833
2025
Q2 		$6.95K Sell
17
-11
-39% -$4.21K ﹤0.01% 501
2025
Q1 		$10.3K Buy
+28
New +$10K ﹤0.01% 392

Other funds holding CHTR

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Activest Wealth Management increased its Charter Communications (CHTR) stake by 68% in Q2 2026, buying an estimated $10.5K and bringing the position to 155 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Activest Wealth Management first reported a position in CHTR in Q1 2025 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Activest Wealth Management held 155 shares of Charter Communications worth $22K as of Q2 2026.
  • Activest Wealth Management bought 63 Charter Communications shares in Q2 2026, an estimated $10.5K.
  • Charter Communications made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Activest Wealth Management first reported a position in Charter Communications in Q1 2025 and has held it in 6 quarters since.
  • 219 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.