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Arista Wealth Management’s Charter Communications CHTR Stock Holding History

Arista 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
Q1 		– Sell
-1,500
Closed -$313K – 262
2025
Q4 		$313K Buy
+1,500
New +$337K 0.04% 197

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BlackRock
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Invesco
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arista Wealth Management's CHTR Position: Q1 2026 in Review

Arista Wealth Management sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,500 shares — an estimated $313K sold.

Arista Wealth Management first reported a position in CHTR in Q4 2025 and held it in 1 quarter. The position peaked at $313K in Q4 2025. 791 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Arista Wealth Management reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Arista Wealth Management sold 1,500 Charter Communications shares in Q1 2026, an estimated $313K.
  • Arista Wealth Management first reported a position in Charter Communications in Q4 2025 and held it in 1 quarter.
  • Arista Wealth Management's Charter Communications position peaked at $313K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Arista Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.