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Apollon Wealth Management’s Charter Communications CHTR Stock Holding History

Apollon 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 		$687K Buy
+4,834
New +$807K 0.01% 884
2026
Q1 		– Sell
-959
Closed -$200K – 1416
2025
Q4 		$200K Sell
959
-173
-15% -$38.9K ﹤0.01% 1230
2025
Q3 		$311K Sell
1,132
-364
-24% -$110K 0.01% 1034
2025
Q2 		$611K Sell
1,496
-100
-6% -$38.3K 0.01% 722
2025
Q1 		$588K Buy
1,596
+224
+16% +$80.1K 0.01% 681
2024
Q4 		$470K Buy
1,372
+62
+5% +$22.4K 0.01% 782
2024
Q3 		$424K Buy
1,310
+623
+91% +$210K 0.01% 791
2024
Q2 		$205K Sell
687
-1,235
-64% -$337K 0.01% 1013
2024
Q1 		$558K Buy
1,922
+1,074
+127% +$345K 0.02% 656
2023
Q4 		$329K Buy
848
+377
+80% +$154K 0.01% 802
2023
Q3 		$207K Sell
471
-120
-20% -$49.9K 0.01% 828
2023
Q2 		$217K Sell
591
-174
-23% -$59.4K 0.01% 841
2023
Q1 		$274K Sell
765
-17
-2% -$6.35K 0.02% 702
2022
Q4 		$265K Sell
782
-325
-29% -$114K 0.02% 698
2022
Q3 		$336K Sell
1,107
-74
-6% -$31.7K 0.03% 561
2022
Q2 		$553K Buy
1,181
+237
+25% +$116K 0.05% 400
2022
Q1 		$515K Buy
944
+391
+71% +$230K 0.04% 451
2021
Q4 		$361K Buy
553
+154
+39% +$105K 0.03% 538
2021
Q3 		$290K Buy
399
+39
+11% +$29.6K 0.04% 354
2021
Q2 		$260K Buy
+360
New +$242K 0.05% 306
2020
Q3 		– Sell
-69
Closed -$35K – 241
2020
Q2 		$35K Buy
+69
New +$35K 0.02% 291

Other funds holding CHTR

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Apollon Wealth Management opened a new position in Charter Communications (CHTR) in Q2 2026: 4,834 shares worth $687K. The stake represents 0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in CHTR as recently as Q4 2025.

Apollon Wealth Management first reported a position in CHTR in Q2 2020 and has held it in 21 quarters since. 156 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Apollon Wealth Management held 4,834 shares of Charter Communications worth $687K as of Q2 2026.
  • Charter Communications was a new Apollon Wealth Management position in Q2 2026.
  • Charter Communications made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #884 holding.
  • Apollon Wealth Management first reported a position in Charter Communications in Q2 2020 and has held it in 21 quarters since.
  • 156 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.