Arkadios Wealth Advisors’s Charter Communications CHTR Stock Holding History

Arkadios Wealth Advisors’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	$378K	Buy	1,751 +123	+8%	+$26.6K	0.01%	1240
2025 Q4	$340K	Sell	1,628 -1,444	-47%	-$325K	0.01%	1187
2025 Q3	$845K	Buy	3,072 +776	+34%	+$235K	0.02%	712
2025 Q2	$939K	Buy	+2,296	New	+$879K	0.03%	598
2021 Q4	–	Sell	-237	Closed	-$172K	–	768
2021 Q3	$172K	Sell	237 -4	-2%	-$3.04K	0.02%	547
2021 Q2	$173K	Buy	241 +2	+0.8%	+$1.35K	0.02%	571
2021 Q1	$147K	Buy	239 +51	+27%	+$31.9K	0.02%	458
2020 Q4	$124K	Buy	188 +1	+0.5%	+$637	0.03%	401
2020 Q3	$119K	Sell	187 -73	-28%	-$43.1K	0.06%	256
2020 Q2	$141K	Buy	260 +31	+14%	+$15.7K	0.08%	206
2020 Q1	$99.9K	Hold	229	–	–	0.06%	236
2019 Q4	$122K	Buy	+229	New	+$105K	0.07%	205

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's CHTR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Charter Communications (CHTR) stake by 7.6% in Q1 2026, buying an estimated $26.6K and bringing the position to 1,751 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1240.

Arkadios Wealth Advisors first reported a position in CHTR in Q4 2019 and has held it in 12 quarters since. The position peaked at $939K in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Arkadios Wealth Advisors held 1,751 shares of Charter Communications worth $378K as of Q1 2026.
Arkadios Wealth Advisors bought 123 Charter Communications shares in Q1 2026, an estimated $26.6K.
Charter Communications made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1240 holding.
Arkadios Wealth Advisors first reported a position in Charter Communications in Q4 2019 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Charter Communications position peaked at $939K in Q2 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.